INVESTORS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2022 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-42,296,396 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-42,296,396 |
Total transfer of assets from this plan | 2022-12-31 | $405,005 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $81,789,270 |
Expenses. Interest paid | 2022-12-31 | $648,152 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $648,152 |
Total income from all sources (including contributions) | 2022-12-31 | $-15,843,801 |
Total loss/gain on sale of assets | 2022-12-31 | $5,417,721 |
Total of all expenses incurred | 2022-12-31 | $7,601,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,953,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $126,859,258 |
Value of total assets at beginning of year | 2022-12-31 | $232,498,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $224,878 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,030,893 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other income not declared elsewhere | 2022-12-31 | $14,779,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-23,445,191 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $126,859,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $150,709,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest earned on other investments | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $19,506,166 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $6,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $6,809 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $224,878 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $107,353,092 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $232,491,915 |
Income. Dividends from common stock | 2022-12-31 | $6,030,893 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,953,238 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $5,520,586 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $102,865 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $81,789,270 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $70,893,033 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $70,893,033 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $272,962 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $81,789,270 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $85,124,135 |
Expenses. Interest paid | 2021-12-31 | $2,766,534 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $2,766,534 |
Total income from all sources (including contributions) | 2021-12-31 | $79,648,049 |
Total loss/gain on sale of assets | 2021-12-31 | $61,600 |
Total of all expenses incurred | 2021-12-31 | $9,619,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,852,850 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $232,498,724 |
Value of total assets at beginning of year | 2021-12-31 | $166,077,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $364 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $8,693,052 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $70,028,665 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $150,709,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $80,953,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6,809 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $7,041,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $7,041,604 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $364 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $232,491,915 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $159,036,282 |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $8,693,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,852,850 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $219,942 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $158,342 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $81,789,270 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $85,124,135 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SOBEL & CO., LLC |
Accountancy firm EIN | 2021-12-31 | 221430039 |
2020 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-20,894,026 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-20,894,026 |
Total transfer of assets from this plan | 2020-12-31 | $145,844 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $85,124,135 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $87,147,586 |
Expenses. Interest paid | 2020-12-31 | $4,139,510 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $4,139,510 |
Total income from all sources (including contributions) | 2020-12-31 | $-12,883,702 |
Total loss/gain on sale of assets | 2020-12-31 | $-32,325 |
Total of all expenses incurred | 2020-12-31 | $6,685,104 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,545,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $699,923 |
Value of total assets at end of year | 2020-12-31 | $166,077,886 |
Value of total assets at beginning of year | 2020-12-31 | $187,815,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $33,655 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,309,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-19,568,806 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $80,953,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $100,668,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $7,041,604 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $5,482,541 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $5,482,541 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $33,655 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $159,036,282 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $182,333,446 |
Contributions received in cash from employer | 2020-12-31 | $699,923 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $7,309,071 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,545,594 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $79,033 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $111,358 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $85,124,135 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $87,147,586 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SOBEL & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 221430039 |
2019 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $23,725,353 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $23,725,353 |
Total transfer of assets from this plan | 2019-12-31 | $120,904 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $87,147,586 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $88,885,235 |
Expenses. Interest paid | 2019-12-31 | $4,888,687 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $4,888,687 |
Total income from all sources (including contributions) | 2019-12-31 | $32,156,288 |
Total loss/gain on sale of assets | 2019-12-31 | $12,422 |
Total of all expenses incurred | 2019-12-31 | $10,694,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,805,402 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,375,486 |
Value of total assets at end of year | 2019-12-31 | $187,815,987 |
Value of total assets at beginning of year | 2019-12-31 | $168,212,341 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $148,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,894,775 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $7,435 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $21,462,199 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $100,668,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $79,327,106 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $5,482,541 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,248,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,248,624 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $148,252 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $182,333,446 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $163,963,717 |
Contributions received in cash from employer | 2019-12-31 | $1,368,051 |
Income. Dividends from common stock | 2019-12-31 | $6,894,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,805,402 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $177,148 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $164,726 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $87,147,586 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $88,885,235 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | SOBEL & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 221430039 |
2018 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-55,569,527 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-55,569,527 |
Total transfer of assets from this plan | 2018-12-31 | $171,036 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $88,885,235 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $90,793,846 |
Expenses. Interest paid | 2018-12-31 | $4,085,723 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $4,085,723 |
Total income from all sources (including contributions) | 2018-12-31 | $-48,110,054 |
Total loss/gain on sale of assets | 2018-12-31 | $-16,848 |
Total of all expenses incurred | 2018-12-31 | $8,605,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,519,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,282,296 |
Value of total assets at end of year | 2018-12-31 | $168,212,341 |
Value of total assets at beginning of year | 2018-12-31 | $227,007,391 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $91,379 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,102,646 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,972 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-56,715,403 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $79,327,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $136,213,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,248,624 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,062,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,062,905 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $91,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $163,963,717 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $223,944,486 |
Contributions received in cash from employer | 2018-12-31 | $1,280,324 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $6,102,646 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,519,626 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $101,423 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $118,271 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $88,885,235 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $90,793,846 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | SOBEL & CO., LLC |
Accountancy firm EIN | 2018-12-31 | 221430039 |
2017 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-1,192,593 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-1,192,593 |
Total transfer of assets from this plan | 2017-12-31 | $386,795 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $90,793,846 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $92,839,416 |
Expenses. Interest paid | 2017-12-31 | $3,481,479 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $3,481,479 |
Total income from all sources (including contributions) | 2017-12-31 | $5,502,085 |
Total loss/gain on sale of assets | 2017-12-31 | $-3,678 |
Total of all expenses incurred | 2017-12-31 | $6,184,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,703,470 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,293,153 |
Value of total assets at end of year | 2017-12-31 | $227,007,391 |
Value of total assets at beginning of year | 2017-12-31 | $230,122,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $29,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $5,375,508 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-682,864 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $136,213,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $137,283,204 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,062,905 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,005,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,005,914 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $29,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $223,944,486 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $228,116,706 |
Contributions received in cash from employer | 2017-12-31 | $1,293,153 |
Income. Dividends from common stock | 2017-12-31 | $5,375,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,703,470 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $95,827 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $99,505 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $90,793,846 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $92,839,416 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $24,707,597 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $24,707,597 |
Total transfer of assets from this plan | 2016-12-31 | $272,196 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $92,839,416 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $94,889,275 |
Expenses. Interest paid | 2016-12-31 | $3,321,125 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $3,321,125 |
Total income from all sources (including contributions) | 2016-12-31 | $30,928,136 |
Total loss/gain on sale of assets | 2016-12-31 | $260 |
Total of all expenses incurred | 2016-12-31 | $5,735,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,414,010 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,921,747 |
Value of total assets at end of year | 2016-12-31 | $230,122,620 |
Value of total assets at beginning of year | 2016-12-31 | $207,251,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $6,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,292,116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $25,193,001 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $137,283,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $112,362,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,005,914 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,233,792 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,233,792 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $6,416 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $228,116,706 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $206,017,882 |
Contributions received in cash from employer | 2016-12-31 | $1,921,747 |
Income. Dividends from common stock | 2016-12-31 | $4,292,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,414,010 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $136,254 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $135,994 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $92,839,416 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $94,889,275 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $20,234,333 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $20,234,333 |
Total transfer of assets from this plan | 2015-12-31 | $431,575 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $94,889,275 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $96,951,118 |
Expenses. Interest paid | 2015-12-31 | $3,150,911 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $3,150,911 |
Total income from all sources (including contributions) | 2015-12-31 | $26,197,692 |
Total loss/gain on sale of assets | 2015-12-31 | $9,071 |
Total of all expenses incurred | 2015-12-31 | $4,938,632 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,787,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,776,368 |
Value of total assets at end of year | 2015-12-31 | $207,251,674 |
Value of total assets at beginning of year | 2015-12-31 | $188,486,032 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $3,075 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,174,845 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $21,259,060 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $112,362,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $91,534,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,233,792 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $520,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $520,459 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3,075 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $206,017,882 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $187,965,573 |
Contributions received in cash from employer | 2015-12-31 | $1,776,368 |
Income. Dividends from common stock | 2015-12-31 | $4,174,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,787,721 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $100,045 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $90,974 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $94,889,275 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $96,951,118 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $20,330,215 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $20,330,215 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $96,951,118 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $33,490,834 |
Expenses. Interest paid | 2014-12-31 | $2,498,828 |
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 | $2,498,828 |
Total income from all sources (including contributions) | 2014-12-31 | $25,855,073 |
Total loss/gain on sale of assets | 2014-12-31 | $1,754 |
Total of all expenses incurred | 2014-12-31 | $3,814,045 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,315,217 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,777,834 |
Value of total assets at end of year | 2014-12-31 | $188,486,032 |
Value of total assets at beginning of year | 2014-12-31 | $102,984,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $457 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,744,813 |
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 | $20,000,000 |
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 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $5 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $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 | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $22,041,028 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $91,534,914 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $69,493,886 |
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 | $520,459 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $221,828 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $221,828 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $457 |
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 | $187,965,573 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $102,762,892 |
Contributions received in cash from employer | 2014-12-31 | $3,777,829 |
Income. Dividends from common stock | 2014-12-31 | $1,744,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,315,217 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $41,990 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $40,236 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $96,951,118 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $33,490,834 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $31,335,050 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $31,335,050 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $33,490,834 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $34,592,303 |
Expenses. Interest paid | 2013-12-31 | $1,124,250 |
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 | $1,124,250 |
Total income from all sources (including contributions) | 2013-12-31 | $33,752,094 |
Total loss/gain on sale of assets | 2013-12-31 | $7,587 |
Total of all expenses incurred | 2013-12-31 | $1,837,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $713,027 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,601,571 |
Value of total assets at end of year | 2013-12-31 | $102,984,720 |
Value of total assets at beginning of year | 2013-12-31 | $72,171,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $316 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $807,570 |
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 | $20,000,000 |
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 |
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 | $31,914,817 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $69,493,886 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $37,579,069 |
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 | $221,828 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $40,206 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $40,206 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $316 |
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 | $102,762,892 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $72,131,166 |
Contributions received in cash from employer | 2013-12-31 | $1,601,571 |
Income. Dividends from common stock | 2013-12-31 | $807,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $713,027 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $47,450 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $39,863 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $33,490,834 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $34,592,303 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $17,444,545 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $17,444,545 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $34,592,303 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,656,026 |
Expenses. Interest paid | 2012-12-31 | $1,161,996 |
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 | $1,161,996 |
Total income from all sources (including contributions) | 2012-12-31 | $19,720,173 |
Total loss/gain on sale of assets | 2012-12-31 | $9,593 |
Total of all expenses incurred | 2012-12-31 | $1,802,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $640,270 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,062,826 |
Value of total assets at end of year | 2012-12-31 | $72,171,372 |
Value of total assets at beginning of year | 2012-12-31 | $55,317,188 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $28 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $203,181 |
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 | $20,000,000 |
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 |
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 | $17,917,907 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $37,579,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,661,162 |
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 | $40,206 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $28 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 | $72,131,166 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $55,317,188 |
Contributions received in cash from employer | 2012-12-31 | $2,062,826 |
Income. Dividends from common stock | 2012-12-31 | $203,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $640,270 |
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 | $76,737 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $67,144 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $34,592,303 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $35,656,026 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,477,310 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,477,310 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $35,656,026 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $36,689,342 |
Expenses. Interest paid | 2011-12-31 | $1,192,404 |
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 | $1,192,404 |
Total income from all sources (including contributions) | 2011-12-31 | $3,703,648 |
Total loss/gain on sale of assets | 2011-12-31 | $419 |
Total of all expenses incurred | 2011-12-31 | $1,854,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $662,250 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,225,919 |
Value of total assets at end of year | 2011-12-31 | $55,317,188 |
Value of total assets at beginning of year | 2011-12-31 | $54,501,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
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 | $20,000,000 |
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 |
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 | $1,848,994 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,661,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,812,168 |
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 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 | $55,317,188 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $54,501,510 |
Contributions received in cash from employer | 2011-12-31 | $2,225,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $662,250 |
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 | $8,816 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $8,397 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $35,656,026 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $36,689,342 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $9,116,351 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $9,116,351 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $36,689,342 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $37,690,131 |
Expenses. Interest paid | 2010-12-31 | $1,224,929 |
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 | $1,224,929 |
Total income from all sources (including contributions) | 2010-12-31 | $11,346,641 |
Total loss/gain on sale of assets | 2010-12-31 | $4,571 |
Total of all expenses incurred | 2010-12-31 | $1,613,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $388,277 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,225,719 |
Value of total assets at end of year | 2010-12-31 | $54,501,510 |
Value of total assets at beginning of year | 2010-12-31 | $45,768,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
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 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
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 | $9,733,435 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,812,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,078,733 |
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 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $50 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $50 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 | $54,501,510 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $45,768,814 |
Contributions received in cash from employer | 2010-12-31 | $2,225,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $388,277 |
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 | $26,156 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $21,585 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $36,689,342 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $37,690,131 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2009 : INVESTORS 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 |