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Plan Name | RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST |
Plan identification number | 008 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | BERKSHIRE BANK |
Employer identification number (EIN): | 043312097 |
NAIC Classification: | 522120 |
NAIC Description: | Savings Institutions |
Additional information about BERKSHIRE BANK
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2007-10-31 |
Company Identification Number: | 84332 |
Legal Registered Office Address: |
17 G W Tatro Dr Jeffersonville United States of America (USA) 05464 |
More information about BERKSHIRE BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
008 | 2021-10-01 | THAD COWARD | 2023-04-30 | LINDA HANKEY | 2023-05-08 |
008 | 2020-10-01 | THAD COWARD | 2022-06-29 | LINDA HANKEY | 2022-06-28 |
008 | 2019-10-01 | THAD COWARD | 2021-05-20 | LINDA HANKEY | 2021-05-25 |
008 | 2018-10-01 | THAD COWARD | 2020-06-30 | LINDA HANKEY | 2020-07-01 |
008 | 2017-10-01 | URVASHI JONES | 2019-05-22 | LINDA HANKEY | 2019-06-12 |
008 | 2016-10-01 | URVASHI JONES | 2018-06-14 | LINDA HANKEY | 2018-06-20 |
008 | 2015-10-01 | RICHARD RAUSSER | |||
008 | 2014-10-01 | SUZANNE CHOULJIAN | LINDA HANKEY | 2016-04-12 | |
008 | 2013-10-01 | SUZANNE CHOULJIAN | LINDA HANKEY | 2015-06-22 | |
008 | 2012-10-01 | SUZANNE CHOULJIAN | LINDA HANKEY | 2014-04-11 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2022 401k membership | ||
Market value of plan assets | 2022-09-30 | 5,877,010 |
Acturial value of plan assets | 2022-09-30 | 5,289,309 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 2,466,999 |
Number of terminated vested participants | 2022-09-30 | 26 |
Fundng target for terminated vested participants | 2022-09-30 | 1,196,705 |
Active participant vested funding target | 2022-09-30 | 315,778 |
Number of active participants | 2022-09-30 | 6 |
Total funding liabilities for active participants | 2022-09-30 | 315,778 |
Total participant count | 2022-09-30 | 62 |
Total funding target for all participants | 2022-09-30 | 3,979,482 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 753,636 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 753,636 |
Amount remaining of prefunding balance | 2022-09-30 | 0 |
Present value of excess contributions | 2022-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 927,048 |
Balance of prefunding at beginning of current year | 2022-09-30 | 0 |
Total employer contributions | 2022-09-30 | 0 |
Total employee contributions | 2022-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 26,475 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2021 401k membership | ||
Market value of plan assets | 2021-09-30 | 5,477,975 |
Acturial value of plan assets | 2021-09-30 | 5,474,258 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 2,623,530 |
Number of terminated vested participants | 2021-09-30 | 27 |
Fundng target for terminated vested participants | 2021-09-30 | 1,372,238 |
Active participant vested funding target | 2021-09-30 | 295,287 |
Number of active participants | 2021-09-30 | 7 |
Total funding liabilities for active participants | 2021-09-30 | 295,287 |
Total participant count | 2021-09-30 | 66 |
Total funding target for all participants | 2021-09-30 | 4,291,055 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 697,488 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 697,488 |
Amount remaining of prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 753,636 |
Balance of prefunding at beginning of current year | 2021-09-30 | 0 |
Total employer contributions | 2021-09-30 | 0 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 13,653 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2020 401k membership | ||
Market value of plan assets | 2020-09-30 | 5,658,429 |
Acturial value of plan assets | 2020-09-30 | 5,755,360 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 2,737,865 |
Number of terminated vested participants | 2020-09-30 | 30 |
Fundng target for terminated vested participants | 2020-09-30 | 1,494,347 |
Active participant vested funding target | 2020-09-30 | 310,060 |
Number of active participants | 2020-09-30 | 8 |
Total funding liabilities for active participants | 2020-09-30 | 310,060 |
Total participant count | 2020-09-30 | 71 |
Total funding target for all participants | 2020-09-30 | 4,542,272 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 677,831 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 677,831 |
Amount remaining of prefunding balance | 2020-09-30 | 0 |
Present value of excess contributions | 2020-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 697,488 |
Balance of prefunding at beginning of current year | 2020-09-30 | 0 |
Total employer contributions | 2020-09-30 | 0 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 20,921 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2019 401k membership | ||
Market value of plan assets | 2019-09-30 | 6,150,628 |
Acturial value of plan assets | 2019-09-30 | 5,964,432 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 2,673,363 |
Number of terminated vested participants | 2019-09-30 | 32 |
Fundng target for terminated vested participants | 2019-09-30 | 1,718,187 |
Active participant vested funding target | 2019-09-30 | 349,840 |
Number of active participants | 2019-09-30 | 9 |
Total funding liabilities for active participants | 2019-09-30 | 349,840 |
Total participant count | 2019-09-30 | 72 |
Total funding target for all participants | 2019-09-30 | 4,741,390 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 648,754 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 23,967 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 624,787 |
Amount remaining of prefunding balance | 2019-09-30 | 0 |
Present value of excess contributions | 2019-09-30 | 860,234 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 911,023 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 677,831 |
Balance of prefunding at beginning of current year | 2019-09-30 | 0 |
Total employer contributions | 2019-09-30 | 0 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 32,738 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2018 401k membership | ||
Market value of plan assets | 2018-09-30 | 5,351,157 |
Acturial value of plan assets | 2018-09-30 | 5,050,786 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 2,681,759 |
Number of terminated vested participants | 2018-09-30 | 34 |
Fundng target for terminated vested participants | 2018-09-30 | 1,614,926 |
Active participant vested funding target | 2018-09-30 | 309,260 |
Number of active participants | 2018-09-30 | 9 |
Total funding liabilities for active participants | 2018-09-30 | 309,260 |
Total participant count | 2018-09-30 | 77 |
Total funding target for all participants | 2018-09-30 | 4,605,945 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 603,672 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 33,740 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 569,932 |
Amount remaining of prefunding balance | 2018-09-30 | 0 |
Present value of excess contributions | 2018-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 648,754 |
Balance of prefunding at beginning of current year | 2018-09-30 | 0 |
Total employer contributions | 2018-09-30 | 907,000 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 860,234 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 23,967 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 23,967 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 23,967 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 860,234 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2017 401k membership | ||
Market value of plan assets | 2017-09-30 | 5,124,816 |
Acturial value of plan assets | 2017-09-30 | 5,142,835 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 2,667,841 |
Number of terminated vested participants | 2017-09-30 | 37 |
Fundng target for terminated vested participants | 2017-09-30 | 1,589,416 |
Active participant vested funding target | 2017-09-30 | 281,906 |
Number of active participants | 2017-09-30 | 9 |
Total funding liabilities for active participants | 2017-09-30 | 281,906 |
Total participant count | 2017-09-30 | 78 |
Total funding target for all participants | 2017-09-30 | 4,539,163 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 947,025 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 269,519 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 677,506 |
Amount remaining of prefunding balance | 2017-09-30 | 0 |
Present value of excess contributions | 2017-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 147,479 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 603,672 |
Balance of prefunding at beginning of current year | 2017-09-30 | 0 |
Total employer contributions | 2017-09-30 | 0 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 33,548 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 33,548 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 33,548 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2015: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 9 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 37 |
Total of all active and inactive participants | 2015-10-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 5 |
Total participants | 2015-10-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 41 |
Total of all active and inactive participants | 2014-10-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 5 |
Total participants | 2014-10-01 | 82 |
2013: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 41 |
Total of all active and inactive participants | 2013-10-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 5 |
Total participants | 2013-10-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 12 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 46 |
Total of all active and inactive participants | 2012-10-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 6 |
Total participants | 2012-10-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2016 401k financial data | ||
Total income from all sources | 2016-09-30 | $532,441 |
Expenses. Total of all expenses incurred | 2016-09-30 | $592,169 |
Benefits paid (including direct rollovers) | 2016-09-30 | $517,839 |
Total plan assets at end of year | 2016-09-30 | $5,124,816 |
Total plan assets at beginning of year | 2016-09-30 | $5,184,544 |
Value of fidelity bond covering the plan | 2016-09-30 | $4,500,000 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $74,330 |
Other income received | 2016-09-30 | $532,441 |
Net income (gross income less expenses) | 2016-09-30 | $-59,728 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $5,124,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $5,184,544 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
2015 : RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2015 401k financial data | ||
Total income from all sources | 2015-09-30 | $-67,935 |
Expenses. Total of all expenses incurred | 2015-09-30 | $494,683 |
Benefits paid (including direct rollovers) | 2015-09-30 | $424,889 |
Total plan assets at end of year | 2015-09-30 | $5,184,544 |
Total plan assets at beginning of year | 2015-09-30 | $5,747,162 |
Value of fidelity bond covering the plan | 2015-09-30 | $4,500,000 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $55,044 |
Other income received | 2015-09-30 | $-67,935 |
Net income (gross income less expenses) | 2015-09-30 | $-562,618 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $5,184,544 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $5,747,162 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $14,750 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
2014 : RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2014 401k financial data | ||
Total income from all sources | 2014-09-30 | $877,945 |
Expenses. Total of all expenses incurred | 2014-09-30 | $422,469 |
Benefits paid (including direct rollovers) | 2014-09-30 | $359,086 |
Total plan assets at end of year | 2014-09-30 | $5,747,162 |
Total plan assets at beginning of year | 2014-09-30 | $5,291,686 |
Value of fidelity bond covering the plan | 2014-09-30 | $4,500,000 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $56,957 |
Other income received | 2014-09-30 | $621,823 |
Net income (gross income less expenses) | 2014-09-30 | $455,476 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $5,747,162 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $5,291,686 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $256,122 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $6,426 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
2013 : RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2013 401k financial data | ||
Total income from all sources | 2013-09-30 | $932,139 |
Expenses. Total of all expenses incurred | 2013-09-30 | $465,028 |
Benefits paid (including direct rollovers) | 2013-09-30 | $420,053 |
Total plan assets at end of year | 2013-09-30 | $5,291,686 |
Total plan assets at beginning of year | 2013-09-30 | $4,824,575 |
Value of fidelity bond covering the plan | 2013-09-30 | $4,500,000 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $43,848 |
Other income received | 2013-09-30 | $637,436 |
Net income (gross income less expenses) | 2013-09-30 | $467,111 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $5,291,686 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $4,824,575 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $294,703 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $1,127 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
2015: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2015 form 5500 responses | ||
---|---|---|
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN OF ROME SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |