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Plan Name | THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ONEIDA SAVINGS BANK |
Employer identification number (EIN): | 150405820 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about ONEIDA SAVINGS BANK
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2004-03-31 |
Company Identification Number: | 78339 |
Legal Registered Office Address: |
209 BATTERY STREET BURLINGTON United States of America (USA) 05401 |
More information about ONEIDA SAVINGS BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2014-01-01 | ERIC STICKELS | |||
003 | 2013-01-01 | ERIC STICKELS | |||
003 | 2012-01-01 | ERIC STICKELS | |||
003 | 2011-01-01 | ERIC STICKELS | |||
003 | 2009-01-01 | ERIC STICKELS | ERIC STICKELS | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2014: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 326 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 338 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 37 |
Total of all active and inactive participants | 2014-01-01 | 376 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 380 |
Number of participants with account balances | 2014-01-01 | 380 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 289 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 35 |
Total of all active and inactive participants | 2013-01-01 | 326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 326 |
Number of participants with account balances | 2013-01-01 | 326 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 291 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 32 |
Total of all active and inactive participants | 2012-01-01 | 326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 327 |
Number of participants with account balances | 2012-01-01 | 327 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
Total of all active and inactive participants | 2011-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 325 |
Number of participants with account balances | 2011-01-01 | 325 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 20 |
2009: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 30 |
Total of all active and inactive participants | 2009-01-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 315 |
Number of participants with account balances | 2009-01-01 | 315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 11 |
Measure | Date | Value |
---|---|---|
2014 : THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $152,220 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $152,220 |
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 | $144,878 |
Expenses. Interest paid | 2014-12-31 | $4,709 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $4,709 |
Total income from all sources (including contributions) | 2014-12-31 | $633,555 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $183,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $179,042 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $259,436 |
Value of total assets at end of year | 2014-12-31 | $6,394,119 |
Value of total assets at beginning of year | 2014-12-31 | $6,089,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $221,879 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $55,447 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $55,537 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $144,878 |
Total non interest bearing cash at end of year | 2014-12-31 | $2 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $2 |
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 | $449,804 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,394,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,944,315 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $331,864 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $169,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $169,826 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $20 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $6,006,806 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $5,863,828 |
Contributions received in cash from employer | 2014-12-31 | $259,436 |
Income. Dividends from common stock | 2014-12-31 | $221,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $179,042 |
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 | CROWE HORWATH LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $944,897 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $944,897 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $144,878 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $356,893 |
Expenses. Interest paid | 2013-12-31 | $11,599 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $11,599 |
Total income from all sources (including contributions) | 2013-12-31 | $1,371,205 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $378,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $366,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $202,031 |
Value of total assets at end of year | 2013-12-31 | $6,089,193 |
Value of total assets at beginning of year | 2013-12-31 | $5,308,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $635 |
Total interest from all sources | 2013-12-31 | $19 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $224,258 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $55,537 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $55,628 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $144,878 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $356,893 |
Administrative expenses (other) incurred | 2013-12-31 | $635 |
Total non interest bearing cash at end of year | 2013-12-31 | $2 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $4 |
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 | $992,554 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,944,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,951,761 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $169,826 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $316,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $316,001 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $19 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $5,863,828 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $4,937,021 |
Contributions received in cash from employer | 2013-12-31 | $202,031 |
Income. Dividends from common stock | 2013-12-31 | $224,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $366,417 |
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 | CROWE HORWATH LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $523,045 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $523,045 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $356,893 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $610,078 |
Expenses. Interest paid | 2012-12-31 | $19,828 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $19,828 |
Total income from all sources (including contributions) | 2012-12-31 | $977,800 |
Total loss/gain on sale of assets | 2012-12-31 | $58 |
Total of all expenses incurred | 2012-12-31 | $261,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $240,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $235,835 |
Value of total assets at end of year | 2012-12-31 | $5,308,654 |
Value of total assets at beginning of year | 2012-12-31 | $4,845,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,292 |
Total interest from all sources | 2012-12-31 | $60 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $218,802 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $55,628 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $53,419 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $356,893 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $610,078 |
Administrative expenses (other) incurred | 2012-12-31 | $1,292 |
Total non interest bearing cash at end of year | 2012-12-31 | $4 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $5 |
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 | $715,911 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,951,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,235,850 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $316,001 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $563,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $563,548 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $60 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $4,937,021 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $4,228,956 |
Contributions received in cash from employer | 2012-12-31 | $235,835 |
Income. Dividends from common stock | 2012-12-31 | $218,802 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $240,769 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,426 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,368 |
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 | CROWE HORWARH LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $738,933 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $738,933 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $610,078 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $929,858 |
Expenses. Interest paid | 2011-12-31 | $30,220 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $30,220 |
Total income from all sources (including contributions) | 2011-12-31 | $1,252,524 |
Total loss/gain on sale of assets | 2011-12-31 | $7,759 |
Total of all expenses incurred | 2011-12-31 | $184,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $154,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $288,538 |
Value of total assets at end of year | 2011-12-31 | $4,845,928 |
Value of total assets at beginning of year | 2011-12-31 | $4,098,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $188 |
Total interest from all sources | 2011-12-31 | $64 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $217,230 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $154,567 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $53,419 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $54,876 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $610,078 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $929,858 |
Administrative expenses (other) incurred | 2011-12-31 | $188 |
Total non interest bearing cash at end of year | 2011-12-31 | $5 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,067,549 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,235,850 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,168,301 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $563,548 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $454,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $454,145 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $64 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $4,228,956 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $3,589,138 |
Contributions received in cash from employer | 2011-12-31 | $288,538 |
Income. Dividends from common stock | 2011-12-31 | $217,230 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $31,998 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $24,239 |
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 | CROWE HORWARH LLP |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-561,210 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-561,210 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $929,858 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $37,750 |
Expenses. Interest paid | 2010-12-31 | $19,858 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $19,858 |
Total income from all sources (including contributions) | 2010-12-31 | $-16,783 |
Total loss/gain on sale of assets | 2010-12-31 | $-6,015 |
Total of all expenses incurred | 2010-12-31 | $82,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $59,519 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $331,100 |
Value of total assets at end of year | 2010-12-31 | $4,098,159 |
Value of total assets at beginning of year | 2010-12-31 | $3,304,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,653 |
Total interest from all sources | 2010-12-31 | $55,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $164,239 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $6,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $54,876 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $35 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $929,858 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $37,750 |
Administrative expenses (other) incurred | 2010-12-31 | $2,653 |
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 | $-98,813 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,168,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,267,114 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $454,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $828,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $828,500 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $55,103 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $3,589,138 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $2,476,329 |
Contributions received in cash from employer | 2010-12-31 | $331,100 |
Income. Dividends from common stock | 2010-12-31 | $164,239 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $59,519 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $995,759 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,001,774 |
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 | CROWE HORWARH LLP |
Accountancy firm EIN | 2010-12-31 | 350921680 |
2009 : THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 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 |
2014: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE ONEIDA SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |