401k Plan data: SBERA PENSION PLAN AS ADOPTED BY LEE BANK plan

SBERA PENSION PLAN AS ADOPTED BY LEE BANK 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY LEE BANK
Plan identification number	001

SBERA PENSION PLAN AS ADOPTED BY LEE BANK Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name: LEE BANK

Employer identification number (EIN): 043158399

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about LEE BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division

Incorporation Date:

Company Identification Number: 001004860

More information about LEE BANK

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-11-01
001 2020-11-01
001 2019-11-01
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 2009-11-01 THOMAS FORESE JR.

Plan Statistics for SBERA PENSION PLAN AS ADOPTED BY LEE BANK

401k plan membership statisitcs for SBERA PENSION PLAN AS ADOPTED BY LEE BANK

Measure Date Value
2022: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2022 401k membership
Market value of plan assets 2022-10-31 5,999,943
Acturial value of plan assets 2022-10-31 5,999,943
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 2,769,709
Number of terminated vested participants 2022-10-31 13
Fundng target for terminated vested participants 2022-10-31 241,969
Active participant vested funding target 2022-10-31 766,048
Number of active participants 2022-10-31 12
Total funding liabilities for active participants 2022-10-31 774,902
Total participant count 2022-10-31 40
Total funding target for all participants 2022-10-31 3,786,580
Balance at beginning of prior year after applicable adjustments 2022-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 0
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 0
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 0
Total employee contributions 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Additional cash requirement 2022-10-31 0
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2021 401k membership
Total participants, beginning-of-year 2021-11-01 40
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 10
Number of retired or separated participants receiving benefits 2021-11-01 15
Number of other retired or separated participants entitled to future benefits 2021-11-01 13
Total of all active and inactive participants 2021-11-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
Market value of plan assets 2021-10-31 6,676,374
Acturial value of plan assets 2021-10-31 6,676,374
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 2,909,866
Number of terminated vested participants 2021-10-31 14
Fundng target for terminated vested participants 2021-10-31 269,480
Active participant vested funding target 2021-10-31 2,174,327
Number of active participants 2021-10-31 18
Total funding liabilities for active participants 2021-10-31 2,190,336
Total participant count 2021-10-31 47
Total funding target for all participants 2021-10-31 5,369,682
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 530,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 559,408
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 0
Total employee contributions 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Additional cash requirement 2021-10-31 0
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2020 401k membership
Total participants, beginning-of-year 2020-11-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 11
Number of retired or separated participants receiving benefits 2020-11-01 15
Number of other retired or separated participants entitled to future benefits 2020-11-01 13
Total of all active and inactive participants 2020-11-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
Market value of plan assets 2020-10-31 6,184,466
Acturial value of plan assets 2020-10-31 6,184,466
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 2,955,280
Number of terminated vested participants 2020-10-31 14
Fundng target for terminated vested participants 2020-10-31 214,358
Active participant vested funding target 2020-10-31 2,010,007
Number of active participants 2020-10-31 19
Total funding liabilities for active participants 2020-10-31 2,025,926
Total participant count 2020-10-31 48
Total funding target for all participants 2020-10-31 5,195,564
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 443,200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 468,462
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 567,000
Total employee contributions 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 530,044
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 530,044
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2019 401k membership
Total participants, beginning-of-year 2019-11-01 48
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 17
Number of retired or separated participants receiving benefits 2019-11-01 15
Number of other retired or separated participants entitled to future benefits 2019-11-01 15
Total of all active and inactive participants 2019-11-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
Market value of plan assets 2019-10-31 6,911,571
Acturial value of plan assets 2019-10-31 6,911,571
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 2,998,670
Number of terminated vested participants 2019-10-31 16
Fundng target for terminated vested participants 2019-10-31 212,456
Active participant vested funding target 2019-10-31 2,959,660
Number of active participants 2019-10-31 20
Total funding liabilities for active participants 2019-10-31 2,985,054
Total participant count 2019-10-31 51
Total funding target for all participants 2019-10-31 6,196,180
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 2019-10-31 208,310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 220,017
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 2019-10-31 475,000
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 2019-10-31 443,200
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 0
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 2019-10-31 443,200
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 LEE BANK 2018 401k membership
Total participants, beginning-of-year 2018-11-01 51
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 18
Number of retired or separated participants receiving benefits 2018-11-01 14
Number of other retired or separated participants entitled to future benefits 2018-11-01 14
Total of all active and inactive participants 2018-11-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 1
Total participants 2018-11-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0
Market value of plan assets 2018-10-31 7,083,204
Acturial value of plan assets 2018-10-31 7,083,204
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 2,679,108
Number of terminated vested participants 2018-10-31 17
Fundng target for terminated vested participants 2018-10-31 250,963
Active participant vested funding target 2018-10-31 3,190,701
Number of active participants 2018-10-31 22
Total funding liabilities for active participants 2018-10-31 3,190,701
Total participant count 2018-10-31 52
Total funding target for all participants 2018-10-31 6,120,772
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 0
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 2018-10-31 223,000
Total employee contributions 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 208,310
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 0
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 2018-10-31 208,310
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 LEE BANK 2017 401k membership
Total participants, beginning-of-year 2017-11-01 53
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 20
Number of retired or separated participants receiving benefits 2017-11-01 15
Number of other retired or separated participants entitled to future benefits 2017-11-01 16
Total of all active and inactive participants 2017-11-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
Market value of plan assets 2017-10-31 6,549,378
Acturial value of plan assets 2017-10-31 6,549,378
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 2,721,833
Number of terminated vested participants 2017-10-31 17
Fundng target for terminated vested participants 2017-10-31 223,505
Active participant vested funding target 2017-10-31 3,393,449
Number of active participants 2017-10-31 24
Total funding liabilities for active participants 2017-10-31 3,393,449
Total participant count 2017-10-31 53
Total funding target for all participants 2017-10-31 6,338,787
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 2017-10-31 883,352
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 936,706
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 0
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 0
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 2017-10-31 175,767
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 0
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 LEE BANK 2016 401k membership
Total participants, beginning-of-year 2016-11-01 55
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 22
Number of retired or separated participants receiving benefits 2016-11-01 14
Number of other retired or separated participants entitled to future benefits 2016-11-01 17
Total of all active and inactive participants 2016-11-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2015 401k membership
Total participants, beginning-of-year 2015-11-01 57
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 24
Number of retired or separated participants receiving benefits 2015-11-01 13
Number of other retired or separated participants entitled to future benefits 2015-11-01 18
Total of all active and inactive participants 2015-11-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2014 401k membership
Total participants, beginning-of-year 2014-11-01 59
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 31
Number of retired or separated participants receiving benefits 2014-11-01 11
Number of other retired or separated participants entitled to future benefits 2014-11-01 15
Total of all active and inactive participants 2014-11-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2013 401k membership
Total participants, beginning-of-year 2013-11-01 63
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 35
Number of retired or separated participants receiving benefits 2013-11-01 11
Number of other retired or separated participants entitled to future benefits 2013-11-01 13
Total of all active and inactive participants 2013-11-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2012 401k membership
Total participants, beginning-of-year 2012-11-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 38
Number of retired or separated participants receiving benefits 2012-11-01 10
Number of other retired or separated participants entitled to future benefits 2012-11-01 15
Total of all active and inactive participants 2012-11-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2011 401k membership
Total participants, beginning-of-year 2011-11-01 67
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 42
Number of retired or separated participants receiving benefits 2011-11-01 8
Number of other retired or separated participants entitled to future benefits 2011-11-01 15
Total of all active and inactive participants 2011-11-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2009 401k membership
Total participants, beginning-of-year 2009-11-01 69
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 51
Number of retired or separated participants receiving benefits 2009-11-01 3
Number of other retired or separated participants entitled to future benefits 2009-11-01 15
Total of all active and inactive participants 2009-11-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2022: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2022 401k membership
Market value of plan assets	2022-10-31	5,999,943
Acturial value of plan assets	2022-10-31	5,999,943
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	2,769,709
Number of terminated vested participants	2022-10-31	13
Fundng target for terminated vested participants	2022-10-31	241,969
Active participant vested funding target	2022-10-31	766,048
Number of active participants	2022-10-31	12
Total funding liabilities for active participants	2022-10-31	774,902
Total participant count	2022-10-31	40
Total funding target for all participants	2022-10-31	3,786,580
Balance at beginning of prior year after applicable adjustments	2022-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	0
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	0
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	0
Total employee contributions	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Additional cash requirement	2022-10-31	0
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2021 401k membership
Total participants, beginning-of-year	2021-11-01	40
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	10
Number of retired or separated participants receiving benefits	2021-11-01	15
Number of other retired or separated participants entitled to future benefits	2021-11-01	13
Total of all active and inactive participants	2021-11-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
Market value of plan assets	2021-10-31	6,676,374
Acturial value of plan assets	2021-10-31	6,676,374
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	2,909,866
Number of terminated vested participants	2021-10-31	14
Fundng target for terminated vested participants	2021-10-31	269,480
Active participant vested funding target	2021-10-31	2,174,327
Number of active participants	2021-10-31	18
Total funding liabilities for active participants	2021-10-31	2,190,336
Total participant count	2021-10-31	47
Total funding target for all participants	2021-10-31	5,369,682
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	530,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	559,408
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	0
Total employee contributions	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Additional cash requirement	2021-10-31	0
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2020 401k membership
Total participants, beginning-of-year	2020-11-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	11
Number of retired or separated participants receiving benefits	2020-11-01	15
Number of other retired or separated participants entitled to future benefits	2020-11-01	13
Total of all active and inactive participants	2020-11-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
Market value of plan assets	2020-10-31	6,184,466
Acturial value of plan assets	2020-10-31	6,184,466
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	2,955,280
Number of terminated vested participants	2020-10-31	14
Fundng target for terminated vested participants	2020-10-31	214,358
Active participant vested funding target	2020-10-31	2,010,007
Number of active participants	2020-10-31	19
Total funding liabilities for active participants	2020-10-31	2,025,926
Total participant count	2020-10-31	48
Total funding target for all participants	2020-10-31	5,195,564
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	443,200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	468,462
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	567,000
Total employee contributions	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	530,044
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	530,044
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2019 401k membership
Total participants, beginning-of-year	2019-11-01	48
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	17
Number of retired or separated participants receiving benefits	2019-11-01	15
Number of other retired or separated participants entitled to future benefits	2019-11-01	15
Total of all active and inactive participants	2019-11-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
Market value of plan assets	2019-10-31	6,911,571
Acturial value of plan assets	2019-10-31	6,911,571
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	2,998,670
Number of terminated vested participants	2019-10-31	16
Fundng target for terminated vested participants	2019-10-31	212,456
Active participant vested funding target	2019-10-31	2,959,660
Number of active participants	2019-10-31	20
Total funding liabilities for active participants	2019-10-31	2,985,054
Total participant count	2019-10-31	51
Total funding target for all participants	2019-10-31	6,196,180
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	208,310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	220,017
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	475,000
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	443,200
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	0
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	443,200
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 LEE BANK 2018 401k membership
Total participants, beginning-of-year	2018-11-01	51
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	18
Number of retired or separated participants receiving benefits	2018-11-01	14
Number of other retired or separated participants entitled to future benefits	2018-11-01	14
Total of all active and inactive participants	2018-11-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	1
Total participants	2018-11-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0
Market value of plan assets	2018-10-31	7,083,204
Acturial value of plan assets	2018-10-31	7,083,204
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	2,679,108
Number of terminated vested participants	2018-10-31	17
Fundng target for terminated vested participants	2018-10-31	250,963
Active participant vested funding target	2018-10-31	3,190,701
Number of active participants	2018-10-31	22
Total funding liabilities for active participants	2018-10-31	3,190,701
Total participant count	2018-10-31	52
Total funding target for all participants	2018-10-31	6,120,772
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	0
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	223,000
Total employee contributions	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	208,310
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	0
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	208,310
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 LEE BANK 2017 401k membership
Total participants, beginning-of-year	2017-11-01	53
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	20
Number of retired or separated participants receiving benefits	2017-11-01	15
Number of other retired or separated participants entitled to future benefits	2017-11-01	16
Total of all active and inactive participants	2017-11-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
Market value of plan assets	2017-10-31	6,549,378
Acturial value of plan assets	2017-10-31	6,549,378
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	2,721,833
Number of terminated vested participants	2017-10-31	17
Fundng target for terminated vested participants	2017-10-31	223,505
Active participant vested funding target	2017-10-31	3,393,449
Number of active participants	2017-10-31	24
Total funding liabilities for active participants	2017-10-31	3,393,449
Total participant count	2017-10-31	53
Total funding target for all participants	2017-10-31	6,338,787
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	883,352
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	936,706
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	0
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	0
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	175,767
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	0
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 LEE BANK 2016 401k membership
Total participants, beginning-of-year	2016-11-01	55
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	22
Number of retired or separated participants receiving benefits	2016-11-01	14
Number of other retired or separated participants entitled to future benefits	2016-11-01	17
Total of all active and inactive participants	2016-11-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2015 401k membership
Total participants, beginning-of-year	2015-11-01	57
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	24
Number of retired or separated participants receiving benefits	2015-11-01	13
Number of other retired or separated participants entitled to future benefits	2015-11-01	18
Total of all active and inactive participants	2015-11-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2014 401k membership
Total participants, beginning-of-year	2014-11-01	59
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	31
Number of retired or separated participants receiving benefits	2014-11-01	11
Number of other retired or separated participants entitled to future benefits	2014-11-01	15
Total of all active and inactive participants	2014-11-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2013 401k membership
Total participants, beginning-of-year	2013-11-01	63
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	35
Number of retired or separated participants receiving benefits	2013-11-01	11
Number of other retired or separated participants entitled to future benefits	2013-11-01	13
Total of all active and inactive participants	2013-11-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2012 401k membership
Total participants, beginning-of-year	2012-11-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	38
Number of retired or separated participants receiving benefits	2012-11-01	10
Number of other retired or separated participants entitled to future benefits	2012-11-01	15
Total of all active and inactive participants	2012-11-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2011 401k membership
Total participants, beginning-of-year	2011-11-01	67
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	42
Number of retired or separated participants receiving benefits	2011-11-01	8
Number of other retired or separated participants entitled to future benefits	2011-11-01	15
Total of all active and inactive participants	2011-11-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2009 401k membership
Total participants, beginning-of-year	2009-11-01	69
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	51
Number of retired or separated participants receiving benefits	2009-11-01	3
Number of other retired or separated participants entitled to future benefits	2009-11-01	15
Total of all active and inactive participants	2009-11-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on SBERA PENSION PLAN AS ADOPTED BY LEE BANK

Measure	Date	Value
2022 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2022 401k financial data
Total income from all sources	2022-10-31	$-1,019,129
Expenses. Total of all expenses incurred	2022-10-31	$792,778
Benefits paid (including direct rollovers)	2022-10-31	$792,778
Total plan assets at end of year	2022-10-31	$4,211,758
Total plan assets at beginning of year	2022-10-31	$6,023,665
Value of fidelity bond covering the plan	2022-10-31	$500,000
Other income received	2022-10-31	$-1,019,129
Net income (gross income less expenses)	2022-10-31	$-1,811,907
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$4,211,758
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$6,023,665
2021 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2021 401k financial data
Total income from all sources	2021-10-31	$1,504,174
Expenses. Total of all expenses incurred	2021-10-31	$2,184,290
Benefits paid (including direct rollovers)	2021-10-31	$2,184,290
Total plan assets at end of year	2021-10-31	$6,023,665
Total plan assets at beginning of year	2021-10-31	$6,703,781
Value of fidelity bond covering the plan	2021-10-31	$500,000
Other income received	2021-10-31	$1,504,174
Net income (gross income less expenses)	2021-10-31	$-680,116
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$6,023,665
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$6,703,781
2020 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2020 401k financial data
Total income from all sources	2020-10-31	$780,744
Expenses. Total of all expenses incurred	2020-10-31	$277,283
Benefits paid (including direct rollovers)	2020-10-31	$277,283
Total plan assets at end of year	2020-10-31	$6,703,781
Total plan assets at beginning of year	2020-10-31	$6,200,320
Value of fidelity bond covering the plan	2020-10-31	$500,000
Other income received	2020-10-31	$213,744
Net income (gross income less expenses)	2020-10-31	$503,461
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$6,703,781
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$6,200,320
Total contributions received or receivable from employer(s)	2020-10-31	$567,000
2019 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2019 401k financial data
Total income from all sources	2019-10-31	$1,144,886
Expenses. Total of all expenses incurred	2019-10-31	$1,855,869
Benefits paid (including direct rollovers)	2019-10-31	$1,855,869
Total plan assets at end of year	2019-10-31	$6,200,320
Total plan assets at beginning of year	2019-10-31	$6,911,303
Value of fidelity bond covering the plan	2019-10-31	$500,000
Other income received	2019-10-31	$669,886
Net income (gross income less expenses)	2019-10-31	$-710,983
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$6,200,320
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$6,911,303
Total contributions received or receivable from employer(s)	2019-10-31	$475,000
2017 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2017 401k financial data
Total income from all sources	2017-10-31	$904,668
Expenses. Total of all expenses incurred	2017-10-31	$320,176
Benefits paid (including direct rollovers)	2017-10-31	$320,176
Total plan assets at end of year	2017-10-31	$7,156,723
Total plan assets at beginning of year	2017-10-31	$6,572,231
Value of fidelity bond covering the plan	2017-10-31	$500,000
Other income received	2017-10-31	$904,668
Net income (gross income less expenses)	2017-10-31	$584,492
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$7,156,723
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$6,572,231
2016 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2016 401k financial data
Total income from all sources	2016-10-31	$1,155,174
Expenses. Total of all expenses incurred	2016-10-31	$361,535
Benefits paid (including direct rollovers)	2016-10-31	$361,535
Total plan assets at end of year	2016-10-31	$6,572,231
Total plan assets at beginning of year	2016-10-31	$5,778,592
Value of fidelity bond covering the plan	2016-10-31	$500,000
Other income received	2016-10-31	$205,174
Net income (gross income less expenses)	2016-10-31	$793,639
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$6,572,231
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$5,778,592
Total contributions received or receivable from employer(s)	2016-10-31	$950,000
2015 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2015 401k financial data
Total income from all sources	2015-10-31	$355,239
Expenses. Total of all expenses incurred	2015-10-31	$708,332
Benefits paid (including direct rollovers)	2015-10-31	$708,332
Total plan assets at end of year	2015-10-31	$5,778,592
Total plan assets at beginning of year	2015-10-31	$6,131,685
Value of fidelity bond covering the plan	2015-10-31	$500,000
Other income received	2015-10-31	$-49,761
Net income (gross income less expenses)	2015-10-31	$-353,093
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$5,778,592
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$6,131,685
Total contributions received or receivable from employer(s)	2015-10-31	$405,000
2014 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2014 401k financial data
Total income from all sources	2014-10-31	$350,134
Expenses. Total of all expenses incurred	2014-10-31	$444,957
Benefits paid (including direct rollovers)	2014-10-31	$444,957
Total plan assets at end of year	2014-10-31	$6,131,685
Total plan assets at beginning of year	2014-10-31	$6,226,508
Value of fidelity bond covering the plan	2014-10-31	$500,000
Other income received	2014-10-31	$350,134
Net income (gross income less expenses)	2014-10-31	$-94,823
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$6,131,685
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$6,226,508
2013 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2013 401k financial data
Total income from all sources	2013-10-31	$922,658
Expenses. Total of all expenses incurred	2013-10-31	$309,072
Benefits paid (including direct rollovers)	2013-10-31	$309,072
Total plan assets at end of year	2013-10-31	$6,226,508
Total plan assets at beginning of year	2013-10-31	$5,612,922
Value of fidelity bond covering the plan	2013-10-31	$500,000
Other income received	2013-10-31	$922,658
Net income (gross income less expenses)	2013-10-31	$613,586
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$6,226,508
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$5,612,922
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2012 401k financial data
Total income from all sources	2012-10-31	$498,092
Expenses. Total of all expenses incurred	2012-10-31	$669,939
Benefits paid (including direct rollovers)	2012-10-31	$669,939
Total plan assets at end of year	2012-10-31	$5,612,922
Total plan assets at beginning of year	2012-10-31	$5,784,769
Value of fidelity bond covering the plan	2012-10-31	$578,477
Other income received	2012-10-31	$498,092
Net income (gross income less expenses)	2012-10-31	$-171,847
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$5,612,922
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$5,784,769
Total contributions received or receivable from employer(s)	2012-10-31	$0
2011 : SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2011 401k financial data
Total income from all sources	2011-10-31	$197,778
Expenses. Total of all expenses incurred	2011-10-31	$50,152
Benefits paid (including direct rollovers)	2011-10-31	$50,152
Total plan assets at end of year	2011-10-31	$5,784,769
Total plan assets at beginning of year	2011-10-31	$5,637,143
Value of fidelity bond covering the plan	2011-10-31	$500,000
Other income received	2011-10-31	$197,778
Net income (gross income less expenses)	2011-10-31	$147,626
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$5,784,769
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$5,637,143
Total contributions received or receivable from employer(s)	2011-10-31	$0

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY LEE BANK

2021: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: SBERA PENSION PLAN AS ADOPTED BY LEE BANK 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: SBERA PENSION PLAN AS ADOPTED BY LEE 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 LEE 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 LEE 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 LEE 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 LEE 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 LEE 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 LEE 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 LEE 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
2009: SBERA PENSION PLAN AS ADOPTED BY LEE 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:	LEE BANK
Employer identification number (EIN):	043158399
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number:	001004860