ROCKVILLE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE RETIREMENT PLAN OF ROCKVILLE BANK
Measure | Date | Value |
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2018: THE RETIREMENT PLAN OF ROCKVILLE BANK 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 31,629,427 |
Acturial value of plan assets | 2018-12-31 | 29,994,248 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 10,937,669 |
Number of terminated vested participants | 2018-12-31 | 74 |
Fundng target for terminated vested participants | 2018-12-31 | 7,871,748 |
Active participant vested funding target | 2018-12-31 | 4,474,166 |
Number of active participants | 2018-12-31 | 35 |
Total funding liabilities for active participants | 2018-12-31 | 4,593,924 |
Total participant count | 2018-12-31 | 160 |
Total funding target for all participants | 2018-12-31 | 23,403,341 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 4,176,624 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,884,119 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 4,176,624 |
Amount remaining of prefunding balance | 2018-12-31 | 1,884,119 |
Present value of excess contributions | 2018-12-31 | 1,386,825 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,469,757 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 531,373 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 4,300,981 |
Balance of prefunding at beginning of current year | 2018-12-31 | 2,179,926 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 110,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 74 |
Total of all active and inactive participants | 2018-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 158 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE RETIREMENT PLAN OF ROCKVILLE BANK 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 27,087,280 |
Acturial value of plan assets | 2017-12-31 | 27,743,315 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 9,269,070 |
Number of terminated vested participants | 2017-12-31 | 75 |
Fundng target for terminated vested participants | 2017-12-31 | 7,138,750 |
Active participant vested funding target | 2017-12-31 | 5,014,163 |
Number of active participants | 2017-12-31 | 41 |
Total funding liabilities for active participants | 2017-12-31 | 5,173,148 |
Total participant count | 2017-12-31 | 161 |
Total funding target for all participants | 2017-12-31 | 21,580,968 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 4,075,253 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,763,001 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 4,075,253 |
Amount remaining of prefunding balance | 2017-12-31 | 1,763,001 |
Present value of excess contributions | 2017-12-31 | 575,429 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 610,991 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 178,599 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 4,176,624 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,884,119 |
Total employer contributions | 2017-12-31 | 1,500,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,386,825 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 100,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,386,825 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 74 |
Total of all active and inactive participants | 2017-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 159 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE RETIREMENT PLAN OF ROCKVILLE BANK 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 25,755,978 |
Acturial value of plan assets | 2016-12-31 | 27,200,056 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 9,308,589 |
Number of terminated vested participants | 2016-12-31 | 65 |
Fundng target for terminated vested participants | 2016-12-31 | 5,615,110 |
Active participant vested funding target | 2016-12-31 | 5,508,590 |
Number of active participants | 2016-12-31 | 53 |
Total funding liabilities for active participants | 2016-12-31 | 5,762,082 |
Total participant count | 2016-12-31 | 162 |
Total funding target for all participants | 2016-12-31 | 20,685,781 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 4,160,478 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,784,053 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 36,563 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 4,123,915 |
Amount remaining of prefunding balance | 2016-12-31 | 1,784,053 |
Present value of excess contributions | 2016-12-31 | 485,927 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 514,165 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 4,075,253 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,763,001 |
Total employer contributions | 2016-12-31 | 624,590 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 575,429 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 95,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 575,429 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 75 |
Total of all active and inactive participants | 2016-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 162 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE RETIREMENT PLAN OF ROCKVILLE BANK 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 65 |
Total of all active and inactive participants | 2015-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 161 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE RETIREMENT PLAN OF ROCKVILLE BANK 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 64 |
Total of all active and inactive participants | 2014-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE RETIREMENT PLAN OF ROCKVILLE BANK 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 73 |
Total of all active and inactive participants | 2013-01-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 184 |
2012: THE RETIREMENT PLAN OF ROCKVILLE BANK 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 66 |
Total of all active and inactive participants | 2012-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 186 |
2011: THE RETIREMENT PLAN OF ROCKVILLE BANK 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 61 |
Total of all active and inactive participants | 2011-01-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE RETIREMENT PLAN OF ROCKVILLE BANK 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 59 |
Total of all active and inactive participants | 2010-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THE RETIREMENT PLAN OF ROCKVILLE BANK 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 59 |
Total of all active and inactive participants | 2009-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 190 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2018 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2018 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-569,065 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-569,065 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Expenses. Interest paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,104,098 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,197,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,040,332 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $29,358,203 |
Value of total assets at beginning of year | 2018-12-31 | $31,659,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $157,037 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $311,143 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $311,143 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
Contributions received from participants | 2018-12-31 | $0 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $19,581,722 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $16,382,851 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $11,766 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-2,301,467 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $29,358,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $31,659,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $57,371 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,662,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,468,318 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $113,821 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $308,501 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $0 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-850,131 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $3,955 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $0 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,500,000 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,040,332 |
Contract administrator fees | 2018-12-31 | $87,900 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PUE, CHICK, LEIBOWITZ & BLEZARD,LLC |
Accountancy firm EIN | 2018-12-31 | 061442902 |
2017 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2017 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,213,722 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,213,722 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $5,664,433 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,105,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $971,125 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,500,000 |
Value of total assets at end of year | 2017-12-31 | $31,659,670 |
Value of total assets at beginning of year | 2017-12-31 | $27,100,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $134,518 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $229,468 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $229,468 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $16,382,851 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $7,896,581 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $11,178 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $4,558,790 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $31,659,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $27,100,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $33,655 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,468,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $18,368,313 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $308,501 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $211,396 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,716,366 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $4,877 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,500,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $624,590 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $971,125 |
Contract administrator fees | 2017-12-31 | $89,685 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PUE, CHICK, LEIBOWITZ & BLEZARD,LLC |
Accountancy firm EIN | 2017-12-31 | 061442902 |
2016 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $351,254 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $351,254 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,366,385 |
Total loss/gain on sale of assets | 2016-12-31 | $33,539 |
Total of all expenses incurred | 2016-12-31 | $1,033,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $913,993 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $624,590 |
Value of total assets at end of year | 2016-12-31 | $27,100,880 |
Value of total assets at beginning of year | 2016-12-31 | $25,767,548 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $119,060 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $527,653 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $527,653 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $7,896,581 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $7,819,038 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $1,333,332 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $27,100,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,767,548 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $18,368,313 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,140,903 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $211,396 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $279,107 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $829,191 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $158 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $624,590 |
Employer contributions (assets) at end of year | 2016-12-31 | $624,590 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $528,500 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $913,993 |
Contract administrator fees | 2016-12-31 | $119,060 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,117,178 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,083,639 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PUE, CHICK, LEIBOWITZ & BLEZARD LLC |
Accountancy firm EIN | 2016-12-31 | 061442902 |
2015 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-4,222,877 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-4,222,877 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $230,437 |
Total loss/gain on sale of assets | 2015-12-31 | $4,010,367 |
Total of all expenses incurred | 2015-12-31 | $981,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $856,732 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $528,500 |
Value of total assets at end of year | 2015-12-31 | $25,767,548 |
Value of total assets at beginning of year | 2015-12-31 | $26,518,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $124,990 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $113 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $362,169 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $362,169 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
Contributions received from participants | 2015-12-31 | $0 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $7,819,038 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $8,746 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $-751,285 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $25,767,548 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,518,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $17,140,903 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $22,800,026 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $279,107 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,718,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,718,807 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $113 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-456,626 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $45 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $528,500 |
Employer contributions (assets) at end of year | 2015-12-31 | $528,500 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $856,732 |
Contract administrator fees | 2015-12-31 | $124,990 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $37,367,081 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $33,356,714 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PUE, CHICK, LEIBOWITZ & BLEZARD,LLC |
Accountancy firm EIN | 2015-12-31 | 061442902 |
2014 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,669,302 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,408,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,280,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $26,518,833 |
Value of total assets at beginning of year | 2014-12-31 | $26,257,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $127,451 |
Total interest from all sources | 2014-12-31 | $304 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $973,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $973,179 |
Administrative expenses professional fees incurred | 2014-12-31 | $28,575 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $6,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $17,370 |
Administrative expenses (other) incurred | 2014-12-31 | $23,323 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $260,853 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $26,518,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $26,257,980 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $75,553 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $22,800,026 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $26,015,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,718,807 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $242,772 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $242,772 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $678,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,280,998 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC |
Accountancy firm EIN | 2014-12-31 | 061442902 |
2013 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,353,912 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $877,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $719,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $26,257,980 |
Value of total assets at beginning of year | 2013-12-31 | $22,781,258 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $157,257 |
Total interest from all sources | 2013-12-31 | $12 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $780,706 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $780,706 |
Administrative expenses professional fees incurred | 2013-12-31 | $68,150 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $6,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $13,120 |
Administrative expenses (other) incurred | 2013-12-31 | $20,675 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,476,722 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $26,257,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,781,258 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $68,432 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $26,015,208 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $22,557,428 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $242,772 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $223,830 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $223,830 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,560,074 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $719,933 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC |
Accountancy firm EIN | 2013-12-31 | 061442902 |
2012 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,844,113 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $843,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $713,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $22,781,258 |
Value of total assets at beginning of year | 2012-12-31 | $20,780,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $130,692 |
Total interest from all sources | 2012-12-31 | $11 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $663,659 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $663,659 |
Administrative expenses professional fees incurred | 2012-12-31 | $47,660 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $6,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $11,186 |
Administrative expenses (other) incurred | 2012-12-31 | $21,018 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,000,317 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $22,781,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,780,941 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $62,014 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $22,557,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $20,573,511 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $223,830 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $207,430 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $207,430 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,169,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $713,104 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC |
Accountancy firm EIN | 2012-12-31 | 061442902 |
2011 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,035,148 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $654,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $556,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $800,000 |
Value of total assets at end of year | 2011-12-31 | $20,780,941 |
Value of total assets at beginning of year | 2011-12-31 | $20,400,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $97,972 |
Total interest from all sources | 2011-12-31 | $13 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $614,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $614,740 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $6,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $15,459 |
Administrative expenses (other) incurred | 2011-12-31 | $38,410 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $380,221 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,780,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,400,720 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $59,562 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $20,573,511 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,197,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $207,430 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $202,885 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $202,885 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-395,064 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $556,955 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC |
Accountancy firm EIN | 2011-12-31 | 061442902 |
2010 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $6,650 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,462,240 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $439,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $364,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $900,000 |
Value of total assets at end of year | 2010-12-31 | $20,400,720 |
Value of total assets at beginning of year | 2010-12-31 | $17,384,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $75,342 |
Total interest from all sources | 2010-12-31 | $14 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $498,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $498,281 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $6,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other income not declared elsewhere | 2010-12-31 | $13,303 |
Administrative expenses (other) incurred | 2010-12-31 | $12,411 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,022,378 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,400,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,384,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $62,931 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,197,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,197,912 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $202,885 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $187,080 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $187,080 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $14 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,050,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $364,520 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PUE,CHICK,LEIBOWITZ, & BLEZARD, LLC |
Accountancy firm EIN | 2010-12-31 | 061442902 |
2009 : THE RETIREMENT PLAN OF ROCKVILLE BANK 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |