401k Plan data: NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN plan

NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN 401k Plan overview

Plan Name	NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN
Plan identification number	009

NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

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

Company Name: LIBERTY BANK

Employer identification number (EIN): 060452570

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about LIBERTY BANK

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date:

Company Identification Number: 2228610

Legal Registered Office Address: 314 PARK AVENUE
P.O. BOX 496
IRONTON
United States of America (USA)
45638

More information about LIBERTY BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2020-10-01 ROBERT PARRY 2021-10-06
009 2019-10-01 ROBERT PARRY 2021-07-07
009 2018-10-01 ROBERT PARRY 2020-04-29
009 2017-10-01 ROBERT PARRY 2019-03-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
009	2020-10-01	ROBERT PARRY	2021-10-06
009	2019-10-01	ROBERT PARRY	2021-07-07
009	2018-10-01	ROBERT PARRY	2020-04-29
009	2017-10-01	ROBERT PARRY	2019-03-21

Plan Statistics for NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN

401k plan membership statisitcs for NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN

Measure Date Value
2020: NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 8,981,576
Acturial value of plan assets 2020-12-31 8,981,576
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 5,614,804
Number of terminated vested participants 2020-12-31 37
Fundng target for terminated vested participants 2020-12-31 1,394,105
Active participant vested funding target 2020-12-31 154,158
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 154,158
Total participant count 2020-12-31 82
Total funding target for all participants 2020-12-31 7,163,067
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 17,250
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Market value of plan assets 2020-09-30 8,670,553
Acturial value of plan assets 2020-09-30 8,670,553
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 5,643,053
Number of terminated vested participants 2020-09-30 37
Fundng target for terminated vested participants 2020-09-30 1,335,720
Active participant vested funding target 2020-09-30 84,928
Number of active participants 2020-09-30 9
Total funding liabilities for active participants 2020-09-30 147,038
Total participant count 2020-09-30 82
Total funding target for all participants 2020-09-30 7,125,811
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
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 0
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 0
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 61,000
Net shortfall amortization installment of oustanding balance 2020-09-30 0
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 0
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 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: NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN 2019 401k membership
Market value of plan assets 2019-09-30 8,086,498
Acturial value of plan assets 2019-09-30 8,086,498
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 5,694,496
Number of terminated vested participants 2019-09-30 38
Fundng target for terminated vested participants 2019-09-30 1,304,937
Active participant vested funding target 2019-09-30 38,391
Number of active participants 2019-09-30 9
Total funding liabilities for active participants 2019-09-30 100,073
Total participant count 2019-09-30 82
Total funding target for all participants 2019-09-30 7,099,506
Balance at beginning of prior year after applicable adjustments 2019-09-30 0
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 0
Prefunding balanced used to offset prior years funding requirement 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 0
Amount remaining of prefunding balance 2019-09-30 0
Present value of excess contributions 2019-09-30 577,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 611,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 0
Reductions in caryover balances due to elections or deemed elections 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 0
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 47,000
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
Carryover balance elected to use to offset funding requirement 2019-09-30 0
Prefunding balance elected to use to offset funding requirement 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: NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN 2018 401k membership
Market value of plan assets 2018-09-30 8,214,968
Acturial value of plan assets 2018-09-30 8,214,968
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 5,439,298
Number of terminated vested participants 2018-09-30 38
Fundng target for terminated vested participants 2018-09-30 1,254,408
Active participant vested funding target 2018-09-30 13,739
Number of active participants 2018-09-30 10
Total funding liabilities for active participants 2018-09-30 84,124
Total participant count 2018-09-30 83
Total funding target for all participants 2018-09-30 6,777,830
Amount remaining of carryover balance 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
Reductions in caryover balances due to elections or deemed elections 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 0
Total employer contributions 2018-09-30 600,000
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 2018-09-30 577,739
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 0
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 0
Carryover balance elected to use to offset funding requirement 2018-09-30 0
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 2018-09-30 577,739
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0

Measure	Date	Value
2020: NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	8,981,576
Acturial value of plan assets	2020-12-31	8,981,576
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	5,614,804
Number of terminated vested participants	2020-12-31	37
Fundng target for terminated vested participants	2020-12-31	1,394,105
Active participant vested funding target	2020-12-31	154,158
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	154,158
Total participant count	2020-12-31	82
Total funding target for all participants	2020-12-31	7,163,067
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	17,250
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Market value of plan assets	2020-09-30	8,670,553
Acturial value of plan assets	2020-09-30	8,670,553
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	5,643,053
Number of terminated vested participants	2020-09-30	37
Fundng target for terminated vested participants	2020-09-30	1,335,720
Active participant vested funding target	2020-09-30	84,928
Number of active participants	2020-09-30	9
Total funding liabilities for active participants	2020-09-30	147,038
Total participant count	2020-09-30	82
Total funding target for all participants	2020-09-30	7,125,811
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
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	0
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	0
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	61,000
Net shortfall amortization installment of oustanding balance	2020-09-30	0
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	0
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	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: NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN 2019 401k membership
Market value of plan assets	2019-09-30	8,086,498
Acturial value of plan assets	2019-09-30	8,086,498
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	5,694,496
Number of terminated vested participants	2019-09-30	38
Fundng target for terminated vested participants	2019-09-30	1,304,937
Active participant vested funding target	2019-09-30	38,391
Number of active participants	2019-09-30	9
Total funding liabilities for active participants	2019-09-30	100,073
Total participant count	2019-09-30	82
Total funding target for all participants	2019-09-30	7,099,506
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
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	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	0
Present value of excess contributions	2019-09-30	577,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	611,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	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	0
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	47,000
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
Carryover balance elected to use to offset funding requirement	2019-09-30	0
Prefunding balance elected to use to offset funding requirement	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: NAUGATUCK VALLEY SAVINGS AND LOAN (LIBERTY BANK) PENSION PLAN 2018 401k membership
Market value of plan assets	2018-09-30	8,214,968
Acturial value of plan assets	2018-09-30	8,214,968
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	5,439,298
Number of terminated vested participants	2018-09-30	38
Fundng target for terminated vested participants	2018-09-30	1,254,408
Active participant vested funding target	2018-09-30	13,739
Number of active participants	2018-09-30	10
Total funding liabilities for active participants	2018-09-30	84,124
Total participant count	2018-09-30	83
Total funding target for all participants	2018-09-30	6,777,830
Amount remaining of carryover balance	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
Reductions in caryover balances due to elections or deemed elections	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	0
Total employer contributions	2018-09-30	600,000
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	577,739
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	0
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	0
Carryover balance elected to use to offset funding requirement	2018-09-30	0
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	577,739
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0

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See full terms and conditions

Company Name:	LIBERTY BANK
Employer identification number (EIN):	060452570
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:
Company Identification Number:	2228610
Legal Registered Office Address:	314 PARK AVENUE P.O. BOX 496 IRONTON United States of America (USA) 45638