401k Plan data: ALLIANCE BANK PROFIT SHARING/401(K) PLAN plan

ALLIANCE BANK PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan Name	ALLIANCE BANK PROFIT SHARING/401(K) PLAN
Plan identification number	003

ALLIANCE BANK PROFIT SHARING/401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREATER DELAWARE VALLEY SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name: GREATER DELAWARE VALLEY SAVINGS BANK

Employer identification number (EIN): 232750261

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE BANK PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 ANITA MARZULLI-BOZZO
003 2015-01-01 ANITA MARZULLI-BOZZO
003 2014-01-01 PETER J MEIER
003 2013-01-01 PETER J MEIER
003 2012-01-01 JOSEPH M. VETTER
003 2011-01-01 JOSEPH M. VETTER 2012-07-11
003 2010-01-01 JOSEPH M. VETTER
003 2009-01-01 JOSEPH M. VETTER PETER J. MEIER 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	ANITA MARZULLI-BOZZO
003	2015-01-01	ANITA MARZULLI-BOZZO
003	2014-01-01	PETER J MEIER
003	2013-01-01	PETER J MEIER
003	2012-01-01	JOSEPH M. VETTER
003	2011-01-01	JOSEPH M. VETTER	2012-07-11
003	2010-01-01	JOSEPH M. VETTER
003	2009-01-01	JOSEPH M. VETTER		PETER J. MEIER	2010-10-04

Plan Statistics for ALLIANCE BANK PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for ALLIANCE BANK PROFIT SHARING/401(K) PLAN

Measure Date Value
2016: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 85
Total of all active and inactive participants 2015-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 85
Number of participants with account balances 2015-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 68
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 91
Number of participants with account balances 2014-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 68
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 91
Total participants 2013-01-01 91
Number of participants with account balances 2013-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 70
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 89
Number of participants with account balances 2012-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2010: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 71
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 78
Number of participants with account balances 2010-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
Number of employers contributing to the scheme 2010-01-01 0
2009: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 74
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 82
Number of participants with account balances 2009-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2016: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	85
Total of all active and inactive participants	2015-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	85
Number of participants with account balances	2015-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	68
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	91
Number of participants with account balances	2014-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	68
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	91
Total participants	2013-01-01	91
Number of participants with account balances	2013-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	70
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	89
Number of participants with account balances	2012-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2010: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	71
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	78
Number of participants with account balances	2010-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
Number of employers contributing to the scheme	2010-01-01	0
2009: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	74
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	82
Number of participants with account balances	2009-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on ALLIANCE BANK PROFIT SHARING/401(K) PLAN

Measure	Date	Value
2016 : ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$-509,919
Expenses. Total of all expenses incurred	2016-06-30	$6,088,174
Benefits paid (including direct rollovers)	2016-06-30	$6,088,024
Total plan assets at end of year	2016-06-30	$0
Total plan assets at beginning of year	2016-06-30	$6,598,093
Value of fidelity bond covering the plan	2016-06-30	$6,000,000
Other income received	2016-06-30	$-509,919
Net income (gross income less expenses)	2016-06-30	$-6,598,093
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$6,598,093
Assets. Value of participant loans	2016-06-30	$0
Assets. Value of employer securities	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,341,927
Expenses. Total of all expenses incurred	2015-12-31	$479,031
Benefits paid (including direct rollovers)	2015-12-31	$478,911
Total plan assets at end of year	2015-12-31	$6,598,093
Total plan assets at beginning of year	2015-12-31	$5,735,197
Value of fidelity bond covering the plan	2015-12-31	$6,000,000
Total contributions received or receivable from participants	2015-12-31	$211,564
Other income received	2015-12-31	$960,363
Net income (gross income less expenses)	2015-12-31	$862,896
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,598,093
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,735,197
Assets. Value of participant loans	2015-12-31	$7,447
Assets. Value of employer securities	2015-12-31	$2,036,321
Total contributions received or receivable from employer(s)	2015-12-31	$170,000
Value of certain deemed distributions of participant loans	2015-12-31	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$910,322
Expenses. Total of all expenses incurred	2014-12-31	$229,635
Benefits paid (including direct rollovers)	2014-12-31	$229,575
Total plan assets at end of year	2014-12-31	$5,735,197
Total plan assets at beginning of year	2014-12-31	$5,054,510
Value of fidelity bond covering the plan	2014-12-31	$6,000,000
Total contributions received or receivable from participants	2014-12-31	$214,668
Other income received	2014-12-31	$620,654
Net income (gross income less expenses)	2014-12-31	$680,687
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,735,197
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,054,510
Assets. Value of participant loans	2014-12-31	$15,379
Assets. Value of employer securities	2014-12-31	$2,110,052
Total contributions received or receivable from employer(s)	2014-12-31	$75,000
Value of certain deemed distributions of participant loans	2014-12-31	$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,272,702
Expenses. Total of all expenses incurred	2013-12-31	$97,512
Benefits paid (including direct rollovers)	2013-12-31	$97,482
Total plan assets at end of year	2013-12-31	$5,054,510
Total plan assets at beginning of year	2013-12-31	$3,879,320
Value of fidelity bond covering the plan	2013-12-31	$6,000,000
Total contributions received or receivable from participants	2013-12-31	$219,872
Other income received	2013-12-31	$932,830
Net income (gross income less expenses)	2013-12-31	$1,175,190
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,054,510
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,879,320
Assets. Value of participant loans	2013-12-31	$8,452
Assets. Value of employer securities	2013-12-31	$1,737,219
Total contributions received or receivable from employer(s)	2013-12-31	$120,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$819,155
Expenses. Total of all expenses incurred	2012-12-31	$203,912
Benefits paid (including direct rollovers)	2012-12-31	$203,822
Total plan assets at end of year	2012-12-31	$3,879,320
Total plan assets at beginning of year	2012-12-31	$3,264,077
Value of fidelity bond covering the plan	2012-12-31	$6,000,000
Total contributions received or receivable from participants	2012-12-31	$217,653
Other income received	2012-12-31	$491,502
Net income (gross income less expenses)	2012-12-31	$615,243
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,879,320
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,264,077
Assets. Value of participant loans	2012-12-31	$6,073
Assets. Value of employer securities	2012-12-31	$1,384,107
Total contributions received or receivable from employer(s)	2012-12-31	$110,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$90
2010 : ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$449,530
Expenses. Total of all expenses incurred	2010-12-31	$486,996
Benefits paid (including direct rollovers)	2010-12-31	$486,996
Total plan assets at end of year	2010-12-31	$2,961,107
Total plan assets at beginning of year	2010-12-31	$2,998,573
Value of fidelity bond covering the plan	2010-12-31	$6,000,000
Total contributions received or receivable from participants	2010-12-31	$224,342
Other income received	2010-12-31	$115,188
Net income (gross income less expenses)	2010-12-31	$-37,466
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,961,107
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,998,573
Assets. Value of participant loans	2010-12-31	$63,393
Assets. Value of employer securities	2010-12-31	$875,418
Total contributions received or receivable from employer(s)	2010-12-31	$110,000
2009 : ALLIANCE BANK PROFIT SHARING/401(K) 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

Form 5500 Responses for ALLIANCE BANK PROFIT SHARING/401(K) PLAN

2016: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ALLIANCE BANK PROFIT SHARING/401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GREATER DELAWARE VALLEY SAVINGS BANK
Employer identification number (EIN):	232750261
NAIC Classification:	522120
NAIC Description:	Savings Institutions