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RETIREMENT PLAN OF FULTON SAVINGS BANK 401k Plan overview

Plan NameRETIREMENT PLAN OF FULTON SAVINGS BANK
Plan identification number 001

RETIREMENT PLAN OF FULTON SAVINGS BANK Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name:FULTON SAVINGS BANK
Employer identification number (EIN):150313410
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF FULTON SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01URVASHI JONES NANCY KUSH ELLIS2018-07-10
0012015-10-01RICHARD RAUSSER NANCY KUSH ELLIS2017-07-14
0012014-10-01RALPH VENDITTI NANCY KUSH ELLIS2016-07-12
0012013-10-01SUZANNE CHOULJIAN NANCY KUSH ELLIS2015-07-13
0012012-10-01SUZANNE CHOULJIAN NANCY KUSH ELLIS2014-07-08
0012011-10-01SUZANNE CHOULJIAN NANCY KUSH ELLIS2013-07-09
0012009-10-01NANCY KUSH ELLIS, VICE PRESIDENT NANCY KUSH ELLIS, VICE PRESIDENT2011-07-13
0012009-10-01
0012008-10-01

Plan Statistics for RETIREMENT PLAN OF FULTON SAVINGS BANK

401k plan membership statisitcs for RETIREMENT PLAN OF FULTON SAVINGS BANK

Measure Date Value
2022: RETIREMENT PLAN OF FULTON SAVINGS BANK 2022 401k membership
Market value of plan assets2022-09-3037,095,010
Acturial value of plan assets2022-09-3034,134,567
Funding target for retired participants and beneficiaries receiving payment2022-09-302,879,565
Number of terminated vested participants2022-09-3023
Fundng target for terminated vested participants2022-09-30882,667
Active participant vested funding target2022-09-3015,804,869
Number of active participants2022-09-3068
Total funding liabilities for active participants2022-09-3016,626,112
Total participant count2022-09-30121
Total funding target for all participants2022-09-3020,388,344
Balance at beginning of prior year after applicable adjustments2022-09-309,440,283
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-309,440,283
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-30967,419
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-301,019,079
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-3011,195,232
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-301,000,000
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30966,207
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30914,167
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-30966,207
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT PLAN OF FULTON SAVINGS BANK 2021 401k membership
Total participants, beginning-of-year2021-10-01121
Total number of active participants reported on line 7a of the Form 55002021-10-0164
Number of retired or separated participants receiving benefits2021-10-0130
Number of other retired or separated participants entitled to future benefits2021-10-0124
Total of all active and inactive participants2021-10-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-01119
Number of participants with account balances2021-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-3031,371,191
Acturial value of plan assets2021-09-3030,709,223
Funding target for retired participants and beneficiaries receiving payment2021-09-302,720,369
Number of terminated vested participants2021-09-3023
Fundng target for terminated vested participants2021-09-30716,558
Active participant vested funding target2021-09-3014,968,383
Number of active participants2021-09-3074
Total funding liabilities for active participants2021-09-3015,824,894
Total participant count2021-09-30124
Total funding target for all participants2021-09-3019,261,821
Balance at beginning of prior year after applicable adjustments2021-09-308,615,755
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-308,615,755
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-30965,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-301,020,496
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-309,440,283
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-301,000,000
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30967,419
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30836,349
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-30967,419
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT PLAN OF FULTON SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year2020-10-01124
Total number of active participants reported on line 7a of the Form 55002020-10-0168
Number of retired or separated participants receiving benefits2020-10-0130
Number of other retired or separated participants entitled to future benefits2020-10-0123
Total of all active and inactive participants2020-10-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01121
Market value of plan assets2020-09-3028,420,921
Acturial value of plan assets2020-09-3028,339,883
Funding target for retired participants and beneficiaries receiving payment2020-09-302,635,073
Number of terminated vested participants2020-09-3023
Fundng target for terminated vested participants2020-09-30657,260
Active participant vested funding target2020-09-3011,695,198
Number of active participants2020-09-3072
Total funding liabilities for active participants2020-09-3012,473,923
Total participant count2020-09-30121
Total funding target for all participants2020-09-3015,766,256
Balance at beginning of prior year after applicable adjustments2020-09-308,100,559
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-308,100,559
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-30964,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-301,021,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-308,615,755
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-301,000,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30965,830
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30576,752
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-30965,830
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT PLAN OF FULTON SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year2019-10-01121
Total number of active participants reported on line 7a of the Form 55002019-10-0174
Number of retired or separated participants receiving benefits2019-10-0127
Number of other retired or separated participants entitled to future benefits2019-10-0123
Total of all active and inactive participants2019-10-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01124
Number of participants with account balances2019-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3028,107,211
Acturial value of plan assets2019-09-3027,551,189
Funding target for retired participants and beneficiaries receiving payment2019-09-302,013,817
Number of terminated vested participants2019-09-3022
Fundng target for terminated vested participants2019-09-30593,744
Active participant vested funding target2019-09-3012,466,417
Number of active participants2019-09-3077
Total funding liabilities for active participants2019-09-3013,117,360
Total participant count2019-09-30123
Total funding target for all participants2019-09-3015,724,921
Balance at beginning of prior year after applicable adjustments2019-09-307,552,969
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-307,552,969
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-30962,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-301,020,683
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-308,100,559
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-301,000,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30964,983
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30657,430
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-30964,983
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETIREMENT PLAN OF FULTON SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year2018-10-01126
Total number of active participants reported on line 7a of the Form 55002018-10-0172
Number of retired or separated participants receiving benefits2018-10-0126
Number of other retired or separated participants entitled to future benefits2018-10-0123
Total of all active and inactive participants2018-10-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01121
Number of participants with account balances2018-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3027,158,759
Acturial value of plan assets2018-09-3025,917,083
Funding target for retired participants and beneficiaries receiving payment2018-09-301,945,854
Number of terminated vested participants2018-09-3022
Fundng target for terminated vested participants2018-09-30528,604
Active participant vested funding target2018-09-3011,444,739
Number of active participants2018-09-3083
Total funding liabilities for active participants2018-09-3012,115,762
Total participant count2018-09-30129
Total funding target for all participants2018-09-3014,590,220
Balance at beginning of prior year after applicable adjustments2018-09-306,746,734
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-306,746,734
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-30961,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-301,021,029
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-307,552,969
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-301,000,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30962,727
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30703,119
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-30962,727
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN OF FULTON SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year2017-10-01130
Total number of active participants reported on line 7a of the Form 55002017-10-0178
Number of retired or separated participants receiving benefits2017-10-0124
Number of other retired or separated participants entitled to future benefits2017-10-0124
Total of all active and inactive participants2017-10-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01126
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3023,597,510
Acturial value of plan assets2017-09-3023,331,479
Funding target for retired participants and beneficiaries receiving payment2017-09-302,002,570
Number of terminated vested participants2017-09-3023
Fundng target for terminated vested participants2017-09-30532,642
Active participant vested funding target2017-09-3010,494,335
Number of active participants2017-09-3084
Total funding liabilities for active participants2017-09-3010,994,633
Total participant count2017-09-30133
Total funding target for all participants2017-09-3013,529,845
Balance at beginning of prior year after applicable adjustments2017-09-305,989,643
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-305,989,643
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30960,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-301,021,299
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-306,746,734
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-301,000,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30961,511
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30673,189
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-30961,511
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: RETIREMENT PLAN OF FULTON SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year2016-10-01133
Total number of active participants reported on line 7a of the Form 55002016-10-0183
Number of retired or separated participants receiving benefits2016-10-0123
Number of other retired or separated participants entitled to future benefits2016-10-0124
Total of all active and inactive participants2016-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01130
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: RETIREMENT PLAN OF FULTON SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year2015-10-01132
Total number of active participants reported on line 7a of the Form 55002015-10-0184
Number of retired or separated participants receiving benefits2015-10-0125
Number of other retired or separated participants entitled to future benefits2015-10-0123
Total of all active and inactive participants2015-10-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: RETIREMENT PLAN OF FULTON SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year2014-10-01134
Total number of active participants reported on line 7a of the Form 55002014-10-0187
Number of retired or separated participants receiving benefits2014-10-0123
Number of other retired or separated participants entitled to future benefits2014-10-0121
Total of all active and inactive participants2014-10-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-012
2013: RETIREMENT PLAN OF FULTON SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year2013-10-01133
Total number of active participants reported on line 7a of the Form 55002013-10-0195
Number of retired or separated participants receiving benefits2013-10-0122
Number of other retired or separated participants entitled to future benefits2013-10-0116
Total of all active and inactive participants2013-10-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: RETIREMENT PLAN OF FULTON SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year2012-10-01134
Total number of active participants reported on line 7a of the Form 55002012-10-0195
Number of retired or separated participants receiving benefits2012-10-0118
Number of other retired or separated participants entitled to future benefits2012-10-0119
Total of all active and inactive participants2012-10-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-015
2011: RETIREMENT PLAN OF FULTON SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year2011-10-01128
Total number of active participants reported on line 7a of the Form 55002011-10-0198
Number of retired or separated participants receiving benefits2011-10-0118
Number of other retired or separated participants entitled to future benefits2011-10-0117
Total of all active and inactive participants2011-10-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
2009: RETIREMENT PLAN OF FULTON SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year2009-10-01140
Total number of active participants reported on line 7a of the Form 55002009-10-0195
Number of retired or separated participants receiving benefits2009-10-0115
Number of other retired or separated participants entitled to future benefits2009-10-0119
Total of all active and inactive participants2009-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on RETIREMENT PLAN OF FULTON SAVINGS BANK

Measure Date Value
2022 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-5,853,791
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$5,444,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$5,375,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,000,000
Value of total assets at end of year2022-09-30$25,797,111
Value of total assets at beginning of year2022-09-30$37,095,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$68,826
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$2,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Administrative expenses professional fees incurred2022-09-30$49,889
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$2,500,000
If this is an individual account plan, was there a blackout period2022-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-11,298,040
Value of net assets at end of year (total assets less liabilities)2022-09-30$25,797,111
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$37,095,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$18,937
Value of interest in common/collective trusts at end of year2022-09-30$25,318,473
Value of interest in common/collective trusts at beginning of year2022-09-30$36,341,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$228,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$503,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$503,776
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-6,856,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$1,000,000
Employer contributions (assets) at end of year2022-09-30$250,000
Employer contributions (assets) at beginning of year2022-09-30$250,000
Income. Dividends from common stock2022-09-30$2,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$5,375,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-09-30Yes
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BERRY, DUNN, MCNEIL, & PARKER NY
Accountancy firm EIN2022-09-30474404499
2021 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$6,803,592
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,079,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,011,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,000,000
Value of total assets at end of year2021-09-30$37,095,151
Value of total assets at beginning of year2021-09-30$31,371,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$68,369
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$48,999
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$2,500,000
If this is an individual account plan, was there a blackout period2021-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$5,723,772
Value of net assets at end of year (total assets less liabilities)2021-09-30$37,095,151
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$31,371,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$19,370
Value of interest in common/collective trusts at end of year2021-09-30$36,341,375
Value of interest in common/collective trusts at beginning of year2021-09-30$30,687,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$503,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$434,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$434,326
Assets. Value of investments in 103.12 investment entities at end of year2021-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$5,803,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$1,000,000
Employer contributions (assets) at end of year2021-09-30$250,000
Employer contributions (assets) at beginning of year2021-09-30$250,000
Income. Dividends from common stock2021-09-30$101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,011,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-30Yes
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30BERRY, DUNN, MCNEIL, & PARKER
Accountancy firm EIN2021-09-30010523282
2020 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$3,717,543
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$767,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$706,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,000,000
Value of total assets at end of year2020-09-30$31,371,379
Value of total assets at beginning of year2020-09-30$28,420,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$60,248
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$2,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$43,572
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$2,500,000
If this is an individual account plan, was there a blackout period2020-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$2,950,458
Value of net assets at end of year (total assets less liabilities)2020-09-30$31,371,379
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$28,420,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$16,676
Value of interest in common/collective trusts at end of year2020-09-30$30,687,053
Value of interest in common/collective trusts at beginning of year2020-09-30$27,743,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$434,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$427,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$427,834
Assets. Value of investments in 103.12 investment entities at end of year2020-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$2,715,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$1,000,000
Employer contributions (assets) at end of year2020-09-30$250,000
Employer contributions (assets) at beginning of year2020-09-30$250,000
Income. Dividends from common stock2020-09-30$2,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$706,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30Yes
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BERRY, DUNN, MCNEIL, & PARKER
Accountancy firm EIN2020-09-30010523282
2019 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$2,736,603
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,423,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,365,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,000,000
Value of total assets at end of year2019-09-30$28,420,921
Value of total assets at beginning of year2019-09-30$28,107,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$57,273
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$9,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$42,037
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$2,500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$313,350
Value of net assets at end of year (total assets less liabilities)2019-09-30$28,420,921
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$28,107,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$15,236
Value of interest in common/collective trusts at end of year2019-09-30$27,743,087
Value of interest in common/collective trusts at beginning of year2019-09-30$27,644,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$427,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$212,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$212,819
Assets. Value of investments in 103.12 investment entities at end of year2019-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$1,726,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$1,000,000
Employer contributions (assets) at end of year2019-09-30$250,000
Employer contributions (assets) at beginning of year2019-09-30$250,000
Income. Dividends from common stock2019-09-30$9,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,365,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2019-09-30010723685
2018 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$2,914,596
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,966,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,907,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,000,000
Value of total assets at end of year2018-09-30$28,107,571
Value of total assets at beginning of year2018-09-30$27,159,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$58,427
Total interest from all sources2018-09-30$3,865
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$2,500,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$948,401
Value of net assets at end of year (total assets less liabilities)2018-09-30$28,107,571
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$27,159,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$16,146
Value of interest in common/collective trusts at end of year2018-09-30$27,644,752
Value of interest in common/collective trusts at beginning of year2018-09-30$26,707,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$212,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$201,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$201,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$3,865
Assets. Value of investments in 103.12 investment entities at end of year2018-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-09-30$0
Net investment gain or loss from common/collective trusts2018-09-30$1,910,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$1,000,000
Employer contributions (assets) at end of year2018-09-30$250,000
Employer contributions (assets) at beginning of year2018-09-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,907,768
Contract administrator fees2018-09-30$42,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2018-09-30010723685
2017 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$3,842,751
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$281,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$227,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,000,000
Value of total assets at end of year2017-09-30$27,159,170
Value of total assets at beginning of year2017-09-30$23,598,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$54,449
Total interest from all sources2017-09-30$1,357
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$39,162
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$2,500,000
If this is an individual account plan, was there a blackout period2017-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$3,560,943
Value of net assets at end of year (total assets less liabilities)2017-09-30$27,159,170
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$23,598,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$15,287
Value of interest in common/collective trusts at end of year2017-09-30$26,707,347
Value of interest in common/collective trusts at beginning of year2017-09-30$23,179,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$201,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$168,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$168,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$1,357
Assets. Value of investments in 103.12 investment entities at end of year2017-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-09-30$0
Net investment gain or loss from common/collective trusts2017-09-30$2,841,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,000,000
Employer contributions (assets) at end of year2017-09-30$250,000
Employer contributions (assets) at beginning of year2017-09-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$227,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30Yes
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2017-09-30010723685
2016 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$3,612,660
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$915,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$878,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,000,000
Value of total assets at end of year2016-09-30$23,598,227
Value of total assets at beginning of year2016-09-30$20,901,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$37,805
Total interest from all sources2016-09-30$642
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$27,389
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$2,500,000
If this is an individual account plan, was there a blackout period2016-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$2,696,826
Value of net assets at end of year (total assets less liabilities)2016-09-30$23,598,227
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$20,901,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$10,416
Value of interest in common/collective trusts at end of year2016-09-30$23,179,507
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$168,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$124,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$124,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$642
Assets. Value of investments in 103.12 investment entities at end of year2016-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-09-30$20,526,952
Net investment gain or loss from common/collective trusts2016-09-30$2,612,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$1,000,000
Employer contributions (assets) at end of year2016-09-30$250,000
Employer contributions (assets) at beginning of year2016-09-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$878,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30Yes
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2016-09-30010723685
2015 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,087,444
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$793,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$671,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,250,000
Value of total assets at end of year2015-09-30$20,901,401
Value of total assets at beginning of year2015-09-30$20,607,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$121,660
Total interest from all sources2015-09-30$47
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$2,500,000
If this is an individual account plan, was there a blackout period2015-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$294,355
Value of net assets at end of year (total assets less liabilities)2015-09-30$20,901,401
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$20,607,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$121,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$124,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$45,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$45,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$47
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$20,526,952
Assets. Value of investments in 103.12 investment entities at beginning of year2015-09-30$20,561,301
Net gain/loss from 103.12 investment entities2015-09-30$-162,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$1,250,000
Employer contributions (assets) at end of year2015-09-30$250,000
Employer contributions (assets) at beginning of year2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$671,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30Yes
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2015-09-30010723685
2014 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$3,168,555
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$278,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$162,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,000,000
Value of total assets at end of year2014-09-30$20,607,046
Value of total assets at beginning of year2014-09-30$17,716,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$115,678
Total interest from all sources2014-09-30$32
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$328,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$328,386
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$2,890,401
Value of net assets at end of year (total assets less liabilities)2014-09-30$20,607,046
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$17,716,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$115,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$12,763,445
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$4,953,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$45,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$32
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$20,561,301
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$356,991
Net investment gain or loss from common/collective trusts2014-09-30$165,792
Net gain/loss from 103.12 investment entities2014-09-30$1,317,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,000,000
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$162,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30Yes
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2014-09-30010723685
2013 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$3,004,224
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$275,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$156,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$750,000
Value of total assets at end of year2013-09-30$17,716,645
Value of total assets at beginning of year2013-09-30$14,988,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$118,758
Total interest from all sources2013-09-30$2,371
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$143,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$143,367
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$2,728,516
Value of net assets at end of year (total assets less liabilities)2013-09-30$17,716,645
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$14,988,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$118,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$12,763,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$4,326,320
Interest earned on other investments2013-09-30$2,371
Value of interest in common/collective trusts at end of year2013-09-30$4,953,200
Value of interest in common/collective trusts at beginning of year2013-09-30$10,661,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,370,673
Net investment gain or loss from common/collective trusts2013-09-30$737,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$750,000
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$156,950
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2013-09-30010723685
2012 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$3,389,668
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$289,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$154,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,302,600
Value of total assets at end of year2012-09-30$14,988,129
Value of total assets at beginning of year2012-09-30$11,887,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$134,570
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$28,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$28,802
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$3,100,237
Value of net assets at end of year (total assets less liabilities)2012-09-30$14,988,129
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$11,887,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$134,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$4,326,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,257,809
Value of interest in common/collective trusts at end of year2012-09-30$10,661,809
Value of interest in common/collective trusts at beginning of year2012-09-30$9,380,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$648,070
Net investment gain or loss from common/collective trusts2012-09-30$1,410,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,302,600
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$154,861
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2012-09-30010723685
2011 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$606,318
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$447,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$319,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$790,792
Value of total assets at end of year2011-09-30$11,887,892
Value of total assets at beginning of year2011-09-30$11,728,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$127,463
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$26,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$26,900
Administrative expenses professional fees incurred2011-09-30$100,573
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$158,980
Value of net assets at end of year (total assets less liabilities)2011-09-30$11,887,892
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$11,728,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$26,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,257,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,191,569
Value of interest in common/collective trusts at end of year2011-09-30$9,380,083
Value of interest in common/collective trusts at beginning of year2011-09-30$8,991,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-100,226
Net investment gain or loss from common/collective trusts2011-09-30$-111,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$790,792
Employer contributions (assets) at end of year2011-09-30$250,000
Employer contributions (assets) at beginning of year2011-09-30$545,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$319,875
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30DERMODY BURKE & BROWN LLC, CPAS
Accountancy firm EIN2011-09-30010723685
2010 : RETIREMENT PLAN OF FULTON SAVINGS BANK 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for RETIREMENT PLAN OF FULTON SAVINGS BANK

2021: RETIREMENT PLAN OF FULTON SAVINGS BANK 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF FULTON SAVINGS BANK 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF FULTON SAVINGS BANK 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF FULTON SAVINGS BANK 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF FULTON SAVINGS BANK 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF FULTON SAVINGS BANK 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF FULTON SAVINGS BANK 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF FULTON SAVINGS BANK 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF FULTON SAVINGS BANK 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF FULTON SAVINGS BANK 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF FULTON SAVINGS BANK 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF FULTON SAVINGS BANK 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN OF FULTON SAVINGS BANK 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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