401k Plan data: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK plan

SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK
Plan identification number	001

SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK Benefits

401k Plan Type	Defined 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).

401k Sponsoring company profile

MARTHA'S VINEYARD SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name: MARTHA'S VINEYARD SAVINGS BANK

Employer identification number (EIN): 042188463

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-11-01
001 2017-11-01
001 2016-11-01 THOMAS FORESE JR.
001 2015-11-01 THOMAS FORESE JR.
001 2014-11-01 THOMAS FORESE JR.
001 2013-11-01 THOMAS FORESE JR.
001 2012-11-01 THOMAS FORESE JR.
001 2011-11-01 THOMAS FORESE JR.
001 2010-11-01 THOMAS FORESE JR.
001 2009-11-01 THOMAS FORESE JR.

Plan Statistics for SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK

401k plan membership statisitcs for SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK

Measure Date Value
2019: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2019 401k membership
Market value of plan assets 2019-10-31 13,393,760
Acturial value of plan assets 2019-10-31 13,393,760
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 1,685,619
Number of terminated vested participants 2019-10-31 70
Fundng target for terminated vested participants 2019-10-31 2,778,555
Active participant vested funding target 2019-10-31 3,828,337
Number of active participants 2019-10-31 91
Total funding liabilities for active participants 2019-10-31 4,048,662
Total participant count 2019-10-31 172
Total funding target for all participants 2019-10-31 8,512,836
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 2,798,929
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 2,964,346
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 1,900,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 1,777,477
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 617,905
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 1,777,477
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year 2018-11-01 176
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 95
Number of retired or separated participants receiving benefits 2018-11-01 11
Number of other retired or separated participants entitled to future benefits 2018-11-01 76
Total of all active and inactive participants 2018-11-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 2
Market value of plan assets 2018-10-31 10,623,691
Acturial value of plan assets 2018-10-31 10,623,691
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 1,331,293
Number of terminated vested participants 2018-10-31 73
Fundng target for terminated vested participants 2018-10-31 2,409,602
Active participant vested funding target 2018-10-31 3,832,565
Number of active participants 2018-10-31 79
Total funding liabilities for active participants 2018-10-31 3,987,072
Total participant count 2018-10-31 161
Total funding target for all participants 2018-10-31 7,727,967
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 1,407,507
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 1,493,083
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 3,000,000
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 2,798,929
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 586,956
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 2,798,929
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year 2017-11-01 161
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 91
Number of retired or separated participants receiving benefits 2017-11-01 11
Number of other retired or separated participants entitled to future benefits 2017-11-01 70
Total of all active and inactive participants 2017-11-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 4
Market value of plan assets 2017-10-31 8,897,312
Acturial value of plan assets 2017-10-31 8,897,312
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 1,318,701
Number of terminated vested participants 2017-10-31 70
Fundng target for terminated vested participants 2017-10-31 2,575,696
Active participant vested funding target 2017-10-31 3,128,484
Number of active participants 2017-10-31 71
Total funding liabilities for active participants 2017-10-31 3,263,922
Total participant count 2017-10-31 149
Total funding target for all participants 2017-10-31 7,158,319
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 2,222,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 2,362,177
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 1,500,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 1,407,507
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 497,269
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 0
Additional cash requirement 2017-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 1,407,507
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0
2016: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year 2016-11-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 79
Number of retired or separated participants receiving benefits 2016-11-01 9
Number of other retired or separated participants entitled to future benefits 2016-11-01 73
Total of all active and inactive participants 2016-11-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 2
2015: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year 2015-11-01 145
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 71
Number of retired or separated participants receiving benefits 2015-11-01 8
Number of other retired or separated participants entitled to future benefits 2015-11-01 69
Total of all active and inactive participants 2015-11-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 2
2014: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year 2014-11-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 84
Number of retired or separated participants receiving benefits 2014-11-01 8
Number of other retired or separated participants entitled to future benefits 2014-11-01 53
Total of all active and inactive participants 2014-11-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 2
2013: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year 2013-11-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 90
Number of retired or separated participants receiving benefits 2013-11-01 7
Number of other retired or separated participants entitled to future benefits 2013-11-01 42
Total of all active and inactive participants 2013-11-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 2
2012: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year 2012-11-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 78
Number of retired or separated participants receiving benefits 2012-11-01 7
Number of other retired or separated participants entitled to future benefits 2012-11-01 41
Total of all active and inactive participants 2012-11-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 3
2011: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-11-01 124
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 78
Number of retired or separated participants receiving benefits 2011-11-01 6
Number of other retired or separated participants entitled to future benefits 2011-11-01 36
Total of all active and inactive participants 2011-11-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 3
2010: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year 2010-11-01 119
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 85
Number of retired or separated participants receiving benefits 2010-11-01 5
Number of other retired or separated participants entitled to future benefits 2010-11-01 34
Total of all active and inactive participants 2010-11-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 2
2009: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-11-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 82
Number of retired or separated participants receiving benefits 2009-11-01 5
Number of other retired or separated participants entitled to future benefits 2009-11-01 32
Total of all active and inactive participants 2009-11-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 4

Measure	Date	Value
2019: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2019 401k membership
Market value of plan assets	2019-10-31	13,393,760
Acturial value of plan assets	2019-10-31	13,393,760
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	1,685,619
Number of terminated vested participants	2019-10-31	70
Fundng target for terminated vested participants	2019-10-31	2,778,555
Active participant vested funding target	2019-10-31	3,828,337
Number of active participants	2019-10-31	91
Total funding liabilities for active participants	2019-10-31	4,048,662
Total participant count	2019-10-31	172
Total funding target for all participants	2019-10-31	8,512,836
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	2,798,929
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	2,964,346
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	1,900,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	1,777,477
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	617,905
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	1,777,477
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year	2018-11-01	176
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	95
Number of retired or separated participants receiving benefits	2018-11-01	11
Number of other retired or separated participants entitled to future benefits	2018-11-01	76
Total of all active and inactive participants	2018-11-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	2
Market value of plan assets	2018-10-31	10,623,691
Acturial value of plan assets	2018-10-31	10,623,691
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	1,331,293
Number of terminated vested participants	2018-10-31	73
Fundng target for terminated vested participants	2018-10-31	2,409,602
Active participant vested funding target	2018-10-31	3,832,565
Number of active participants	2018-10-31	79
Total funding liabilities for active participants	2018-10-31	3,987,072
Total participant count	2018-10-31	161
Total funding target for all participants	2018-10-31	7,727,967
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	1,407,507
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	1,493,083
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	3,000,000
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	2,798,929
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	586,956
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	2,798,929
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year	2017-11-01	161
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	91
Number of retired or separated participants receiving benefits	2017-11-01	11
Number of other retired or separated participants entitled to future benefits	2017-11-01	70
Total of all active and inactive participants	2017-11-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	4
Market value of plan assets	2017-10-31	8,897,312
Acturial value of plan assets	2017-10-31	8,897,312
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	1,318,701
Number of terminated vested participants	2017-10-31	70
Fundng target for terminated vested participants	2017-10-31	2,575,696
Active participant vested funding target	2017-10-31	3,128,484
Number of active participants	2017-10-31	71
Total funding liabilities for active participants	2017-10-31	3,263,922
Total participant count	2017-10-31	149
Total funding target for all participants	2017-10-31	7,158,319
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	2,222,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	2,362,177
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	1,500,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	1,407,507
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	497,269
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	1,407,507
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0
2016: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year	2016-11-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	79
Number of retired or separated participants receiving benefits	2016-11-01	9
Number of other retired or separated participants entitled to future benefits	2016-11-01	73
Total of all active and inactive participants	2016-11-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	2
2015: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year	2015-11-01	145
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	71
Number of retired or separated participants receiving benefits	2015-11-01	8
Number of other retired or separated participants entitled to future benefits	2015-11-01	69
Total of all active and inactive participants	2015-11-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	2
2014: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year	2014-11-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	84
Number of retired or separated participants receiving benefits	2014-11-01	8
Number of other retired or separated participants entitled to future benefits	2014-11-01	53
Total of all active and inactive participants	2014-11-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	2
2013: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year	2013-11-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	90
Number of retired or separated participants receiving benefits	2013-11-01	7
Number of other retired or separated participants entitled to future benefits	2013-11-01	42
Total of all active and inactive participants	2013-11-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	2
2012: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year	2012-11-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	78
Number of retired or separated participants receiving benefits	2012-11-01	7
Number of other retired or separated participants entitled to future benefits	2012-11-01	41
Total of all active and inactive participants	2012-11-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	3
2011: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-11-01	124
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	78
Number of retired or separated participants receiving benefits	2011-11-01	6
Number of other retired or separated participants entitled to future benefits	2011-11-01	36
Total of all active and inactive participants	2011-11-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	3
2010: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year	2010-11-01	119
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	85
Number of retired or separated participants receiving benefits	2010-11-01	5
Number of other retired or separated participants entitled to future benefits	2010-11-01	34
Total of all active and inactive participants	2010-11-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	2
2009: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-11-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	82
Number of retired or separated participants receiving benefits	2009-11-01	5
Number of other retired or separated participants entitled to future benefits	2009-11-01	32
Total of all active and inactive participants	2009-11-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	4

Financial Data on SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK

Measure	Date	Value
2019 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-10-31	$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	$3,245,550
Total loss/gain on sale of assets	2019-10-31	$0
Total of all expenses incurred	2019-10-31	$236,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-10-31	$236,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-10-31	$1,900,000
Value of total assets at end of year	2019-10-31	$16,481,086
Value of total assets at beginning of year	2019-10-31	$13,471,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-10-31	$0
Total interest from all sources	2019-10-31	$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 year	2019-10-31	No
Was this plan covered by a fidelity bond	2019-10-31	Yes
Value of fidelity bond cover	2019-10-31	$500,000
If this is an individual account plan, was there a blackout period	2019-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-31	No
Value of net income/loss	2019-10-31	$3,009,230
Value of net assets at end of year (total assets less liabilities)	2019-10-31	$16,481,086
Value of net assets at beginning of year (total assets less liabilities)	2019-10-31	$13,471,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-10-31	No
Were any leases to which the plan was party in default or uncollectible	2019-10-31	No
Value of interest in common/collective trusts at end of year	2019-10-31	$14,581,086
Value of interest in common/collective trusts at beginning of year	2019-10-31	$10,471,856
Net investment gain or loss from common/collective trusts	2019-10-31	$1,345,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-10-31	No
Was there a failure to transmit to the plan any participant contributions	2019-10-31	No
Has the plan failed to provide any benefit when due under the plan	2019-10-31	No
Contributions received in cash from employer	2019-10-31	$1,900,000
Employer contributions (assets) at end of year	2019-10-31	$1,900,000
Employer contributions (assets) at beginning of year	2019-10-31	$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-10-31	$236,320
Did the plan have assets held for investment	2019-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-10-31	No
Opinion of an independent qualified public accountant for this plan	2019-10-31	Unqualified
Accountancy firm name	2019-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2019-10-31	203985546
2018 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-10-31	$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	$3,018,929
Total loss/gain on sale of assets	2018-10-31	$0
Total of all expenses incurred	2018-10-31	$281,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-10-31	$281,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-10-31	$3,000,000
Value of total assets at end of year	2018-10-31	$13,471,856
Value of total assets at beginning of year	2018-10-31	$10,734,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-10-31	$0
Total interest from all sources	2018-10-31	$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 year	2018-10-31	No
Was this plan covered by a fidelity bond	2018-10-31	Yes
Value of fidelity bond cover	2018-10-31	$500,000
If this is an individual account plan, was there a blackout period	2018-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Value of net income/loss	2018-10-31	$2,737,856
Value of net assets at end of year (total assets less liabilities)	2018-10-31	$13,471,856
Value of net assets at beginning of year (total assets less liabilities)	2018-10-31	$10,734,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-10-31	No
Were any leases to which the plan was party in default or uncollectible	2018-10-31	No
Value of interest in common/collective trusts at end of year	2018-10-31	$10,471,856
Value of interest in common/collective trusts at beginning of year	2018-10-31	$9,234,000
Net investment gain or loss from common/collective trusts	2018-10-31	$18,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-10-31	No
Was there a failure to transmit to the plan any participant contributions	2018-10-31	No
Has the plan failed to provide any benefit when due under the plan	2018-10-31	No
Contributions received in cash from employer	2018-10-31	$3,000,000
Employer contributions (assets) at end of year	2018-10-31	$3,000,000
Employer contributions (assets) at beginning of year	2018-10-31	$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-10-31	$281,073
Did the plan have assets held for investment	2018-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-10-31	No
Opinion of an independent qualified public accountant for this plan	2018-10-31	Unqualified
Accountancy firm name	2018-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2018-10-31	203985546
2017 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-10-31	$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	$2,693,950
Total loss/gain on sale of assets	2017-10-31	$0
Total of all expenses incurred	2017-10-31	$880,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-10-31	$880,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-10-31	$1,500,000
Value of total assets at end of year	2017-10-31	$10,734,000
Value of total assets at beginning of year	2017-10-31	$8,920,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-10-31	$0
Total interest from all sources	2017-10-31	$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 year	2017-10-31	No
Was this plan covered by a fidelity bond	2017-10-31	Yes
Value of fidelity bond cover	2017-10-31	$500,000
If this is an individual account plan, was there a blackout period	2017-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Value of net income/loss	2017-10-31	$1,813,699
Value of net assets at end of year (total assets less liabilities)	2017-10-31	$10,734,000
Value of net assets at beginning of year (total assets less liabilities)	2017-10-31	$8,920,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-10-31	No
Were any leases to which the plan was party in default or uncollectible	2017-10-31	No
Value of interest in common/collective trusts at end of year	2017-10-31	$9,234,000
Value of interest in common/collective trusts at beginning of year	2017-10-31	$6,545,301
Net investment gain or loss from common/collective trusts	2017-10-31	$1,193,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-10-31	No
Was there a failure to transmit to the plan any participant contributions	2017-10-31	No
Has the plan failed to provide any benefit when due under the plan	2017-10-31	No
Contributions received in cash from employer	2017-10-31	$1,500,000
Employer contributions (assets) at end of year	2017-10-31	$1,500,000
Employer contributions (assets) at beginning of year	2017-10-31	$2,375,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-10-31	$880,251
Did the plan have assets held for investment	2017-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-10-31	No
Opinion of an independent qualified public accountant for this plan	2017-10-31	Unqualified
Accountancy firm name	2017-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2017-10-31	203985546
2016 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-10-31	$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	$2,593,390
Total loss/gain on sale of assets	2016-10-31	$0
Total of all expenses incurred	2016-10-31	$289,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-10-31	$289,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-10-31	$2,375,000
Value of total assets at end of year	2016-10-31	$8,920,301
Value of total assets at beginning of year	2016-10-31	$6,616,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-10-31	$0
Total interest from all sources	2016-10-31	$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 year	2016-10-31	No
Was this plan covered by a fidelity bond	2016-10-31	Yes
Value of fidelity bond cover	2016-10-31	$500,000
If this is an individual account plan, was there a blackout period	2016-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-10-31	No
Value of net income/loss	2016-10-31	$2,303,653
Value of net assets at end of year (total assets less liabilities)	2016-10-31	$8,920,301
Value of net assets at beginning of year (total assets less liabilities)	2016-10-31	$6,616,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-10-31	No
Were any leases to which the plan was party in default or uncollectible	2016-10-31	No
Value of interest in common/collective trusts at end of year	2016-10-31	$6,545,301
Value of interest in common/collective trusts at beginning of year	2016-10-31	$6,616,648
Net investment gain or loss from common/collective trusts	2016-10-31	$218,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-10-31	No
Was there a failure to transmit to the plan any participant contributions	2016-10-31	No
Has the plan failed to provide any benefit when due under the plan	2016-10-31	No
Contributions received in cash from employer	2016-10-31	$2,375,000
Employer contributions (assets) at end of year	2016-10-31	$2,375,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-10-31	$289,737
Did the plan have assets held for investment	2016-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-10-31	No
Opinion of an independent qualified public accountant for this plan	2016-10-31	Unqualified
Accountancy firm name	2016-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2016-10-31	203985546
2015 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-10-31	$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	$-54,905
Total loss/gain on sale of assets	2015-10-31	$0
Total of all expenses incurred	2015-10-31	$206,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-10-31	$206,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-10-31	$0
Value of total assets at end of year	2015-10-31	$6,616,648
Value of total assets at beginning of year	2015-10-31	$6,877,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-10-31	$0
Total interest from all sources	2015-10-31	$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 year	2015-10-31	No
Was this plan covered by a fidelity bond	2015-10-31	Yes
Value of fidelity bond cover	2015-10-31	$500,000
If this is an individual account plan, was there a blackout period	2015-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-31	No
Value of net income/loss	2015-10-31	$-260,982
Value of net assets at end of year (total assets less liabilities)	2015-10-31	$6,616,648
Value of net assets at beginning of year (total assets less liabilities)	2015-10-31	$6,877,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-10-31	No
Were any leases to which the plan was party in default or uncollectible	2015-10-31	No
Value of interest in common/collective trusts at end of year	2015-10-31	$6,616,648
Value of interest in common/collective trusts at beginning of year	2015-10-31	$5,877,630
Net investment gain or loss from common/collective trusts	2015-10-31	$-54,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-10-31	No
Was there a failure to transmit to the plan any participant contributions	2015-10-31	No
Has the plan failed to provide any benefit when due under the plan	2015-10-31	No
Employer contributions (assets) at beginning of year	2015-10-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-10-31	$206,077
Did the plan have assets held for investment	2015-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-10-31	No
Opinion of an independent qualified public accountant for this plan	2015-10-31	Unqualified
Accountancy firm name	2015-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2015-10-31	203985546
2014 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-10-31	$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	$1,322,182
Total loss/gain on sale of assets	2014-10-31	$0
Total of all expenses incurred	2014-10-31	$190,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-10-31	$190,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-10-31	$1,000,000
Value of total assets at end of year	2014-10-31	$6,877,630
Value of total assets at beginning of year	2014-10-31	$5,746,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-10-31	$0
Total interest from all sources	2014-10-31	$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 year	2014-10-31	No
Was this plan covered by a fidelity bond	2014-10-31	Yes
Value of fidelity bond cover	2014-10-31	$500,000
If this is an individual account plan, was there a blackout period	2014-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Value of net income/loss	2014-10-31	$1,131,303
Value of net assets at end of year (total assets less liabilities)	2014-10-31	$6,877,630
Value of net assets at beginning of year (total assets less liabilities)	2014-10-31	$5,746,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-10-31	No
Were any leases to which the plan was party in default or uncollectible	2014-10-31	No
Value of interest in common/collective trusts at end of year	2014-10-31	$5,877,630
Value of interest in common/collective trusts at beginning of year	2014-10-31	$5,746,327
Net investment gain or loss from common/collective trusts	2014-10-31	$322,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-10-31	No
Was there a failure to transmit to the plan any participant contributions	2014-10-31	No
Has the plan failed to provide any benefit when due under the plan	2014-10-31	No
Contributions received in cash from employer	2014-10-31	$1,000,000
Employer contributions (assets) at end of year	2014-10-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-10-31	$190,879
Did the plan have assets held for investment	2014-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-10-31	No
Opinion of an independent qualified public accountant for this plan	2014-10-31	Unqualified
Accountancy firm name	2014-10-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2014-10-31	203985546
2013 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-10-31	$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	$833,809
Total loss/gain on sale of assets	2013-10-31	$0
Total of all expenses incurred	2013-10-31	$138,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-10-31	$138,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-10-31	$0
Value of total assets at end of year	2013-10-31	$5,746,327
Value of total assets at beginning of year	2013-10-31	$5,050,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-10-31	$0
Total interest from all sources	2013-10-31	$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 year	2013-10-31	No
Was this plan covered by a fidelity bond	2013-10-31	Yes
Value of fidelity bond cover	2013-10-31	$500,000
If this is an individual account plan, was there a blackout period	2013-10-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-31	No
Value of net income/loss	2013-10-31	$695,691
Value of net assets at end of year (total assets less liabilities)	2013-10-31	$5,746,327
Value of net assets at beginning of year (total assets less liabilities)	2013-10-31	$5,050,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-10-31	No
Were any leases to which the plan was party in default or uncollectible	2013-10-31	No
Value of interest in common/collective trusts at end of year	2013-10-31	$5,746,327
Value of interest in common/collective trusts at beginning of year	2013-10-31	$5,050,636
Net investment gain or loss from common/collective trusts	2013-10-31	$833,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-10-31	No
Was there a failure to transmit to the plan any participant contributions	2013-10-31	No
Has the plan failed to provide any benefit when due under the plan	2013-10-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-10-31	$138,118
Did the plan have assets held for investment	2013-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-10-31	No
Opinion of an independent qualified public accountant for this plan	2013-10-31	Unqualified
Accountancy firm name	2013-10-31	MARCUM LLP
Accountancy firm EIN	2013-10-31	111986323
2012 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-10-31	$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	$1,141,483
Total loss/gain on sale of assets	2012-10-31	$0
Total of all expenses incurred	2012-10-31	$876,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-31	$876,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-10-31	$700,000
Value of total assets at end of year	2012-10-31	$5,050,636
Value of total assets at beginning of year	2012-10-31	$4,785,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-31	$0
Total interest from all sources	2012-10-31	$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 year	2012-10-31	No
Was this plan covered by a fidelity bond	2012-10-31	Yes
Value of fidelity bond cover	2012-10-31	$478,581
If this is an individual account plan, was there a blackout period	2012-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-10-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Value of net income/loss	2012-10-31	$264,822
Value of net assets at end of year (total assets less liabilities)	2012-10-31	$5,050,636
Value of net assets at beginning of year (total assets less liabilities)	2012-10-31	$4,785,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-31	No
Were any leases to which the plan was party in default or uncollectible	2012-10-31	No
Value of interest in common/collective trusts at end of year	2012-10-31	$5,050,636
Value of interest in common/collective trusts at beginning of year	2012-10-31	$4,785,814
Net investment gain or loss from common/collective trusts	2012-10-31	$441,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-31	No
Was there a failure to transmit to the plan any participant contributions	2012-10-31	No
Has the plan failed to provide any benefit when due under the plan	2012-10-31	No
Contributions received in cash from employer	2012-10-31	$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-10-31	$876,661
Did the plan have assets held for investment	2012-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-31	No
Opinion of an independent qualified public accountant for this plan	2012-10-31	Unqualified
Accountancy firm name	2012-10-31	MARCUM LLP
Accountancy firm EIN	2012-10-31	111986323
2011 : SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2011 401k financial data
Total income from all sources	2011-10-31	$631,929
Expenses. Total of all expenses incurred	2011-10-31	$157,928
Benefits paid (including direct rollovers)	2011-10-31	$157,928
Total plan assets at end of year	2011-10-31	$4,785,814
Total plan assets at beginning of year	2011-10-31	$4,311,813
Value of fidelity bond covering the plan	2011-10-31	$473,534
Other income received	2011-10-31	$131,929
Net income (gross income less expenses)	2011-10-31	$474,001
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$4,785,814
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$4,311,813
Total contributions received or receivable from employer(s)	2011-10-31	$500,000

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK

2018: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: SBERA PENSION PLAN AS ADOPTED BY MARTHA'S VINEYARD SAVINGS BANK 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARTHA'S VINEYARD SAVINGS BANK
Employer identification number (EIN):	042188463
NAIC Classification:	522120
NAIC Description:	Savings Institutions