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THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 401k Plan overview

Plan NameTHE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST
Plan identification number 001

THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:UNITED ROOSEVELT SAVINGS BANK
Employer identification number (EIN):221239600
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01THAD COWARD2023-06-20 WILLIAM PAWLO2023-06-05
0012020-10-01THAD COWARD2022-06-29 WILLIAM PAWLO2022-07-07
0012019-10-01THAD COWARD2021-07-13 WILLIAM PAWLO2021-07-12
0012018-10-01THAD COWARD2020-07-07 WILLIAM PAWLO2020-07-06
0012017-10-01URVASHI JONES2019-07-09 KENNETH R. TOTTEN2019-07-12
0012016-10-01URVASHI JONES2018-06-19 KENNETH R. TOTTEN2018-06-19
0012015-10-01RICHARD RAUSSER KENNETH R. TOTTEN2017-07-11
0012014-10-01RALPH VENDITTI KENNETH R. TOTTEN2016-07-08
0012013-10-01SUZANNE CHOULJIAN KENNETH R. TOTTEN2015-06-08
0012012-10-01SUZANNE CHOULJIAN CHESTER T. MIKOTACYZK2014-04-21
0012011-10-01SUZANNE CHOULJIAN CHESTER T. MIKOTACYZK2013-05-28
0012010-10-01CHESTER MIKOTACYZK
0012009-10-01CHESTER T. MIKOTACYZK, PRESIDENT CHESTER T. MIKOTACYZK, PRESIDENT2011-04-08

Plan Statistics for THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST

401k plan membership statisitcs for THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST

Measure Date Value
2022: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2022 401k membership
Market value of plan assets2022-09-307,453,231
Acturial value of plan assets2022-09-307,453,231
Funding target for retired participants and beneficiaries receiving payment2022-09-303,315,456
Number of terminated vested participants2022-09-305
Fundng target for terminated vested participants2022-09-301,402,574
Active participant vested funding target2022-09-30107,091
Number of active participants2022-09-304
Total funding liabilities for active participants2022-09-30107,091
Total participant count2022-09-3013
Total funding target for all participants2022-09-304,825,121
Balance at beginning of prior year after applicable adjustments2022-09-302,084,619
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-305,123
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-302,079,496
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
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 year2022-09-302,478,343
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
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 date2022-09-300
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 cost2022-09-3013,245
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2021 401k membership
Market value of plan assets2021-09-307,783,304
Acturial value of plan assets2021-09-307,783,304
Funding target for retired participants and beneficiaries receiving payment2021-09-303,796,102
Number of terminated vested participants2021-09-305
Fundng target for terminated vested participants2021-09-301,755,354
Active participant vested funding target2021-09-30191,702
Number of active participants2021-09-305
Total funding liabilities for active participants2021-09-30191,702
Total participant count2021-09-3016
Total funding target for all participants2021-09-305,743,158
Balance at beginning of prior year after applicable adjustments2021-09-301,851,177
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-3010,616
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-301,840,561
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
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 year2021-09-302,084,619
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
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 date2021-09-300
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 cost2021-09-305,123
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-305,123
Carryover balance elected to use to offset funding requirement2021-09-305,123
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2020 401k membership
Market value of plan assets2020-09-307,267,368
Acturial value of plan assets2020-09-307,267,368
Funding target for retired participants and beneficiaries receiving payment2020-09-303,980,660
Number of terminated vested participants2020-09-305
Fundng target for terminated vested participants2020-09-301,725,859
Active participant vested funding target2020-09-30183,967
Number of active participants2020-09-305
Total funding liabilities for active participants2020-09-30183,967
Total participant count2020-09-3016
Total funding target for all participants2020-09-305,890,486
Balance at beginning of prior year after applicable adjustments2020-09-301,716,814
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-303,396
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-301,713,418
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
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 year2020-09-301,851,177
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
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 date2020-09-300
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 cost2020-09-3010,616
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-3010,616
Carryover balance elected to use to offset funding requirement2020-09-3010,616
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2019 401k membership
Market value of plan assets2019-09-307,135,275
Acturial value of plan assets2019-09-307,135,275
Funding target for retired participants and beneficiaries receiving payment2019-09-304,053,617
Number of terminated vested participants2019-09-304
Fundng target for terminated vested participants2019-09-30823,079
Active participant vested funding target2019-09-301,022,908
Number of active participants2019-09-306
Total funding liabilities for active participants2019-09-301,022,908
Total participant count2019-09-3016
Total funding target for all participants2019-09-305,899,604
Balance at beginning of prior year after applicable adjustments2019-09-301,599,421
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-302,533
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-301,596,888
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
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 year2019-09-301,716,814
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
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 date2019-09-300
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 cost2019-09-303,396
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-303,396
Carryover balance elected to use to offset funding requirement2019-09-303,396
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2018 401k membership
Market value of plan assets2018-09-307,345,793
Acturial value of plan assets2018-09-307,345,793
Funding target for retired participants and beneficiaries receiving payment2018-09-303,963,613
Number of terminated vested participants2018-09-305
Fundng target for terminated vested participants2018-09-30993,451
Active participant vested funding target2018-09-30902,880
Number of active participants2018-09-306
Total funding liabilities for active participants2018-09-30902,880
Total participant count2018-09-3017
Total funding target for all participants2018-09-305,859,944
Balance at beginning of prior year after applicable adjustments2018-09-301,412,056
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-303,247
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-301,408,809
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
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 year2018-09-301,599,421
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-300
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 date2018-09-300
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 cost2018-09-302,533
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-302,533
Carryover balance elected to use to offset funding requirement2018-09-302,533
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2017 401k membership
Market value of plan assets2017-09-306,870,591
Acturial value of plan assets2017-09-306,870,591
Funding target for retired participants and beneficiaries receiving payment2017-09-303,792,089
Number of terminated vested participants2017-09-305
Fundng target for terminated vested participants2017-09-30952,720
Active participant vested funding target2017-09-301,001,355
Number of active participants2017-09-307
Total funding liabilities for active participants2017-09-301,001,355
Total participant count2017-09-3017
Total funding target for all participants2017-09-305,746,164
Balance at beginning of prior year after applicable adjustments2017-09-301,245,255
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-30714
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-301,244,541
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
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 year2017-09-301,412,056
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
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 date2017-09-300
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 cost2017-09-303,247
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-303,247
Carryover balance elected to use to offset funding requirement2017-09-303,247
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2015: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-0117
Total number of active participants reported on line 7a of the Form 55002015-10-017
Number of retired or separated participants receiving benefits2015-10-015
Number of other retired or separated participants entitled to future benefits2015-10-015
Total of all active and inactive participants2015-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0117
Number of participants with account balances2015-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-0117
Total number of active participants reported on line 7a of the Form 55002014-10-0111
Number of retired or separated participants receiving benefits2014-10-014
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-0117
Total number of active participants reported on line 7a of the Form 55002013-10-0112
Number of retired or separated participants receiving benefits2013-10-013
Number of other retired or separated participants entitled to future benefits2013-10-012
Total of all active and inactive participants2013-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-0117
Total number of active participants reported on line 7a of the Form 55002012-10-0112
Number of retired or separated participants receiving benefits2012-10-013
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-0118
Total number of active participants reported on line 7a of the Form 55002011-10-0112
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-013
Total of all active and inactive participants2011-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2010 401k membership
Total participants, beginning-of-year2010-10-0117
Total number of active participants reported on line 7a of the Form 55002010-10-0114
Number of retired or separated participants receiving benefits2010-10-012
Number of other retired or separated participants entitled to future benefits2010-10-012
Total of all active and inactive participants2010-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0116
Total number of active participants reported on line 7a of the Form 55002009-10-0113
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-012
Total of all active and inactive participants2009-10-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST

Measure Date Value
2016 : THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2016 401k financial data
Total income from all sources2016-09-30$838,508
Expenses. Total of all expenses incurred2016-09-30$405,408
Benefits paid (including direct rollovers)2016-09-30$350,988
Total plan assets at end of year2016-09-30$6,870,591
Total plan assets at beginning of year2016-09-30$6,437,491
Value of fidelity bond covering the plan2016-09-30$500,000
Other income received2016-09-30$838,508
Net income (gross income less expenses)2016-09-30$433,100
Net plan assets at end of year (total assets less liabilities)2016-09-30$6,870,591
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$6,437,491
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$54,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2015 401k financial data
Total income from all sources2015-09-30$-41,078
Expenses. Total of all expenses incurred2015-09-30$253,013
Benefits paid (including direct rollovers)2015-09-30$198,904
Total plan assets at end of year2015-09-30$6,437,491
Total plan assets at beginning of year2015-09-30$6,731,582
Value of fidelity bond covering the plan2015-09-30$500,000
Expenses. Other expenses not covered elsewhere2015-09-30$53,395
Other income received2015-09-30$-41,078
Net income (gross income less expenses)2015-09-30$-294,091
Net plan assets at end of year (total assets less liabilities)2015-09-30$6,437,491
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$6,731,582
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2014 401k financial data
Total income from all sources2014-09-30$763,905
Expenses. Total of all expenses incurred2014-09-30$176,562
Benefits paid (including direct rollovers)2014-09-30$123,813
Total plan assets at end of year2014-09-30$6,731,582
Total plan assets at beginning of year2014-09-30$6,144,239
Value of fidelity bond covering the plan2014-09-30$350,000
Expenses. Other expenses not covered elsewhere2014-09-30$52,154
Other income received2014-09-30$763,905
Net income (gross income less expenses)2014-09-30$587,343
Net plan assets at end of year (total assets less liabilities)2014-09-30$6,731,582
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$6,144,239
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2013 401k financial data
Total income from all sources2013-09-30$761,523
Expenses. Total of all expenses incurred2013-09-30$187,142
Benefits paid (including direct rollovers)2013-09-30$135,069
Total plan assets at end of year2013-09-30$6,144,239
Total plan assets at beginning of year2013-09-30$5,569,858
Value of fidelity bond covering the plan2013-09-30$350,000
Expenses. Other expenses not covered elsewhere2013-09-30$630
Other income received2013-09-30$761,523
Net income (gross income less expenses)2013-09-30$574,381
Net plan assets at end of year (total assets less liabilities)2013-09-30$6,144,239
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$5,569,858
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$51,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2012 401k financial data
Total income from all sources2012-09-30$886,717
Expenses. Total of all expenses incurred2012-09-30$419,606
Benefits paid (including direct rollovers)2012-09-30$361,223
Total plan assets at end of year2012-09-30$5,569,858
Total plan assets at beginning of year2012-09-30$5,102,747
Value of fidelity bond covering the plan2012-09-30$350,000
Other income received2012-09-30$886,717
Net income (gross income less expenses)2012-09-30$467,111
Net plan assets at end of year (total assets less liabilities)2012-09-30$5,569,858
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$5,102,747
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$58,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2011 401k financial data
Total income from all sources2011-09-30$-58,269
Expenses. Total of all expenses incurred2011-09-30$178,161
Benefits paid (including direct rollovers)2011-09-30$117,650
Total plan assets at end of year2011-09-30$5,102,747
Total plan assets at beginning of year2011-09-30$5,339,177
Value of fidelity bond covering the plan2011-09-30$3,500,000
Expenses. Other expenses not covered elsewhere2011-09-30$544
Other income received2011-09-30$-58,269
Net income (gross income less expenses)2011-09-30$-236,430
Net plan assets at end of year (total assets less liabilities)2011-09-30$5,102,747
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$5,339,177
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$59,967
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 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 THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST

2015: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 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: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 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: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 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: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 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: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 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
2010: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENT PLAN OF UNITED ROOSEVELT SAVINGS BANK IN PENTEGRA RETIREMENT TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
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

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