?>
Logo

SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 401k Plan overview

Plan NameSBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS
Plan identification number 002

SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS FORESE, JR.
0022016-01-01THOMAS FORESE, JR.
0022015-01-01THOMAS FORESE, JR.
0022014-01-01THOMAS FORESE, JR.
0022013-01-01THOMAS FORESE JR
0022012-01-01THOMAS FORESE JR.
0022011-01-01THOMAS FORESE JR.
0022009-01-01THOMAS FORESE JR.

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

Measure Date Value
2022: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2022 401k membership
Total participants, beginning-of-year2022-01-01381
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01165
Total of all active and inactive participants2022-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01392
Number of participants with account balances2022-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2021 401k membership
Total participants, beginning-of-year2021-01-01355
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01161
Total of all active and inactive participants2021-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01381
Number of participants with account balances2021-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2020 401k membership
Total participants, beginning-of-year2020-01-01363
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01148
Total of all active and inactive participants2020-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01355
Number of participants with account balances2020-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2019 401k membership
Total participants, beginning-of-year2019-01-01342
Total number of active participants reported on line 7a of the Form 55002019-01-01227
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01359
Number of participants with account balances2019-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2018 401k membership
Total participants, beginning-of-year2018-01-01338
Total number of active participants reported on line 7a of the Form 55002018-01-01236
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01341
Number of participants with account balances2018-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2017 401k membership
Total participants, beginning-of-year2017-01-01347
Total number of active participants reported on line 7a of the Form 55002017-01-01212
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01121
Total of all active and inactive participants2017-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01333
Number of participants with account balances2017-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2016 401k membership
Total participants, beginning-of-year2016-01-01333
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01131
Total of all active and inactive participants2016-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01347
Number of participants with account balances2016-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2015 401k membership
Total participants, beginning-of-year2015-01-01326
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01333
Number of participants with account balances2015-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2014 401k membership
Total participants, beginning-of-year2014-01-01326
Total number of active participants reported on line 7a of the Form 55002014-01-01223
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01326
Number of participants with account balances2014-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2013 401k membership
Total participants, beginning-of-year2013-01-01325
Total number of active participants reported on line 7a of the Form 55002013-01-01220
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01326
Number of participants with account balances2013-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2012 401k membership
Total participants, beginning-of-year2012-01-01316
Total number of active participants reported on line 7a of the Form 55002012-01-01233
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0192
Total of all active and inactive participants2012-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01325
Number of participants with account balances2012-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2011 401k membership
Total participants, beginning-of-year2011-01-01305
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01316
Number of participants with account balances2011-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2009 401k membership
Total participants, beginning-of-year2009-01-01308
Total number of active participants reported on line 7a of the Form 55002009-01-01228
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01297
Number of participants with account balances2009-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

Measure Date Value
2022 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,804,189
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,492,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,490,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,090,660
Value of total assets at end of year2022-12-31$34,227,681
Value of total assets at beginning of year2022-12-31$40,523,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,570
Total interest from all sources2022-12-31$24,660
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,146,325
Participant contributions at end of year2022-12-31$586,473
Participant contributions at beginning of year2022-12-31$557,289
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,296,306
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,227,681
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,523,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$24,660
Value of interest in common/collective trusts at end of year2022-12-31$33,641,208
Value of interest in common/collective trusts at beginning of year2022-12-31$39,966,698
Net investment gain or loss from common/collective trusts2022-12-31$-6,919,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$898,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,490,547
Contract administrator fees2022-12-31$1,570
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2022-12-31203985546
2021 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,607,747
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,680,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,679,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,356,063
Value of total assets at end of year2021-12-31$40,523,987
Value of total assets at beginning of year2021-12-31$35,596,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,330
Total interest from all sources2021-12-31$23,669
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,064,378
Participant contributions at end of year2021-12-31$557,289
Participant contributions at beginning of year2021-12-31$509,956
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,448,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,927,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,523,987
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,596,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$23,669
Value of interest in common/collective trusts at end of year2021-12-31$39,966,698
Value of interest in common/collective trusts at beginning of year2021-12-31$35,086,808
Net investment gain or loss from common/collective trusts2021-12-31$5,228,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$843,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,679,194
Contract administrator fees2021-12-31$1,330
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2021-12-31203985546
2020 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,242,162
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,153,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,152,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,951,689
Value of total assets at end of year2020-12-31$35,596,764
Value of total assets at beginning of year2020-12-31$31,507,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,150
Total interest from all sources2020-12-31$26,484
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,038,911
Participant contributions at end of year2020-12-31$509,956
Participant contributions at beginning of year2020-12-31$463,887
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$68,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,088,984
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,596,764
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,507,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$26,484
Value of interest in common/collective trusts at end of year2020-12-31$35,086,808
Value of interest in common/collective trusts at beginning of year2020-12-31$31,043,893
Net investment gain or loss from common/collective trusts2020-12-31$4,263,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$844,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,152,028
Contract administrator fees2020-12-31$1,150
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2020-12-31203985546
2019 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,670,411
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,329,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,328,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,069,506
Value of total assets at end of year2019-12-31$31,507,780
Value of total assets at beginning of year2019-12-31$25,167,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,260
Total interest from all sources2019-12-31$28,087
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,002,887
Participant contributions at end of year2019-12-31$463,887
Participant contributions at beginning of year2019-12-31$515,661
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$251,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,340,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,507,780
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,167,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$28,087
Value of interest in common/collective trusts at end of year2019-12-31$31,043,893
Value of interest in common/collective trusts at beginning of year2019-12-31$24,651,475
Net investment gain or loss from common/collective trusts2019-12-31$5,572,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$814,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,328,507
Contract administrator fees2019-12-31$1,260
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2019-12-31203985546
2018 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$851,238
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,034,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,033,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,829,543
Value of total assets at end of year2018-12-31$25,167,136
Value of total assets at beginning of year2018-12-31$26,350,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$550
Total interest from all sources2018-12-31$24,673
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$953,644
Participant contributions at end of year2018-12-31$515,661
Participant contributions at beginning of year2018-12-31$562,409
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$79,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,182,943
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,167,136
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,350,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$24,673
Value of interest in common/collective trusts at end of year2018-12-31$24,651,475
Value of interest in common/collective trusts at beginning of year2018-12-31$25,787,670
Net investment gain or loss from common/collective trusts2018-12-31$-1,002,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$795,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,033,631
Contract administrator fees2018-12-31$550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2018-12-31203985546
2017 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,538,860
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,510,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,475,904
Expenses. Certain deemed distributions of participant loans2017-12-31$34,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,763,599
Value of total assets at end of year2017-12-31$26,350,079
Value of total assets at beginning of year2017-12-31$22,321,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$22,806
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$927,472
Participant contributions at end of year2017-12-31$562,409
Participant contributions at beginning of year2017-12-31$491,594
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,028,129
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,350,079
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,321,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$22,806
Value of interest in common/collective trusts at end of year2017-12-31$25,787,670
Value of interest in common/collective trusts at beginning of year2017-12-31$21,830,356
Net investment gain or loss from common/collective trusts2017-12-31$3,752,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$757,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,475,904
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2017-12-31203985546
2016 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,214,455
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,297,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,251,792
Expenses. Certain deemed distributions of participant loans2016-12-31$45,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,544,362
Value of total assets at end of year2016-12-31$22,321,950
Value of total assets at beginning of year2016-12-31$20,404,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$19,920
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$802,014
Participant contributions at end of year2016-12-31$491,594
Participant contributions at beginning of year2016-12-31$508,254
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$103,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,917,351
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,321,950
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,404,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$19,920
Value of interest in common/collective trusts at end of year2016-12-31$21,830,356
Value of interest in common/collective trusts at beginning of year2016-12-31$19,896,345
Net investment gain or loss from common/collective trusts2016-12-31$1,650,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$638,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,251,792
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31JOHNSON OCONNOR FERON & CARUCCI
Accountancy firm EIN2016-12-31203985546
2015 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,201,549
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$937,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$869,614
Expenses. Certain deemed distributions of participant loans2015-12-31$67,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,367,609
Value of total assets at end of year2015-12-31$20,404,599
Value of total assets at beginning of year2015-12-31$20,140,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$23,814
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$832,438
Participant contributions at end of year2015-12-31$508,254
Participant contributions at beginning of year2015-12-31$690,741
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$200,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$264,181
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,404,599
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,140,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$23,814
Value of interest in common/collective trusts at end of year2015-12-31$19,896,345
Value of interest in common/collective trusts at beginning of year2015-12-31$19,449,677
Net investment gain or loss from common/collective trusts2015-12-31$-189,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$334,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$869,614
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2015-12-31203985546
2014 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,062,291
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$561,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$540,566
Expenses. Certain deemed distributions of participant loans2014-12-31$21,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,200,945
Value of total assets at end of year2014-12-31$20,140,418
Value of total assets at beginning of year2014-12-31$18,639,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$27,300
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$829,675
Participant contributions at end of year2014-12-31$690,741
Participant contributions at beginning of year2014-12-31$711,497
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,500,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,140,418
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,639,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$27,300
Value of interest in common/collective trusts at end of year2014-12-31$19,449,677
Value of interest in common/collective trusts at beginning of year2014-12-31$17,928,244
Net investment gain or loss from common/collective trusts2014-12-31$834,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$350,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$540,566
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2014-12-31203985546
2013 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,468,455
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,234,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,183,902
Expenses. Certain deemed distributions of participant loans2013-12-31$45,472
Value of total corrective distributions2013-12-31$5,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,253,820
Value of total assets at end of year2013-12-31$18,639,741
Value of total assets at beginning of year2013-12-31$15,406,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$27,804
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$838,813
Participant contributions at end of year2013-12-31$711,497
Participant contributions at beginning of year2013-12-31$687,459
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$71,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,233,693
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,639,741
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,406,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$27,804
Value of interest in common/collective trusts at end of year2013-12-31$17,928,244
Value of interest in common/collective trusts at beginning of year2013-12-31$14,718,589
Net investment gain or loss from common/collective trusts2013-12-31$3,186,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$343,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,183,902
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MARCUM LLP
Accountancy firm EIN2013-12-31111986323
2012 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,758,925
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$935,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$918,160
Expenses. Certain deemed distributions of participant loans2012-12-31$17,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,256,279
Value of total assets at end of year2012-12-31$15,406,048
Value of total assets at beginning of year2012-12-31$13,582,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$25,355
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$840,551
Participant contributions at end of year2012-12-31$687,459
Participant contributions at beginning of year2012-12-31$532,990
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,823,480
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,406,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,582,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$25,355
Value of interest in common/collective trusts at end of year2012-12-31$14,718,589
Value of interest in common/collective trusts at beginning of year2012-12-31$13,049,578
Net investment gain or loss from common/collective trusts2012-12-31$1,477,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$342,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$918,160
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARCUM LLP
Accountancy firm EIN2012-12-31111986323
2011 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,292,548
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$897,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$871,974
Expenses. Certain deemed distributions of participant loans2011-12-31$25,308
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,284,444
Value of total assets at end of year2011-12-31$13,582,568
Value of total assets at beginning of year2011-12-31$13,187,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$22,409
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$820,763
Participant contributions at end of year2011-12-31$532,990
Participant contributions at beginning of year2011-12-31$498,180
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$126,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$395,266
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,582,568
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,187,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$22,409
Value of interest in common/collective trusts at end of year2011-12-31$13,049,578
Value of interest in common/collective trusts at beginning of year2011-12-31$12,689,122
Net investment gain or loss from common/collective trusts2011-12-31$-14,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$337,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$871,974
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN2011-12-31042603383
2010 : SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,999,091
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,218,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,153,690
Expenses. Certain deemed distributions of participant loans2010-12-31$45,811
Value of total corrective distributions2010-12-31$18,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,538,965
Value of total assets at end of year2010-12-31$13,187,302
Value of total assets at beginning of year2010-12-31$11,406,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$24,451
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$799,679
Participant contributions at end of year2010-12-31$498,180
Participant contributions at beginning of year2010-12-31$484,174
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$402,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,780,945
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,187,302
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,406,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$24,451
Value of interest in common/collective trusts at end of year2010-12-31$12,689,122
Value of interest in common/collective trusts at beginning of year2010-12-31$10,922,183
Net investment gain or loss from common/collective trusts2010-12-31$1,435,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$336,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,153,690
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN2010-12-31042603383

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS

2022: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 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 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 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 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 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 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SBERA 401(K) PLAN AS ADOPTED BY COUNTRY BANK FOR SAVINGS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3