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JERSEY SHORE STATE BANK GROUP HEALTH PLAN 401k Plan overview

Plan NameJERSEY SHORE STATE BANK GROUP HEALTH PLAN
Plan identification number 501

JERSEY SHORE STATE BANK GROUP HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

JERSEY SHORE STATE BANK has sponsored the creation of one or more 401k plans.

Company Name:JERSEY SHORE STATE BANK
Employer identification number (EIN):240622580
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about JERSEY SHORE STATE BANK

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 179376

More information about JERSEY SHORE STATE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERSEY SHORE STATE BANK GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-01-01KELLY AMOS
5012015-01-01KELLY AMOS
5012014-01-01KELLY AMOS
5012014-01-01JOANN DIPASQUALE
5012013-01-01JOANN DIPASQUALE
5012012-01-01JOANN DIPASQUALE
5012011-01-01JOANN DIPASQUALE
5012009-01-01JOANN DIPASQUALE
5012009-01-01JOANN DIPASQUALE

Plan Statistics for JERSEY SHORE STATE BANK GROUP HEALTH PLAN

401k plan membership statisitcs for JERSEY SHORE STATE BANK GROUP HEALTH PLAN

Measure Date Value
2015: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-01142
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01142
2014: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01123
2013: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01130
2012: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01119
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01116
2011: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01119
2009: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01125

Financial Data on JERSEY SHORE STATE BANK GROUP HEALTH PLAN

Measure Date Value
2015 : JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$147,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,346
Total income from all sources (including contributions)2015-12-31$1,786,105
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,680,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,211,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,784,790
Value of total assets at end of year2015-12-31$516,942
Value of total assets at beginning of year2015-12-31$267,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$469,393
Total interest from all sources2015-12-31$1,315
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,438,557
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$346,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$146,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$327,470
Total non interest bearing cash at end of year2015-12-31$46,790
Total non interest bearing cash at beginning of year2015-12-31$3,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$105,508
Value of net assets at end of year (total assets less liabilities)2015-12-31$369,791
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$264,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$470,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$264,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$264,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,315
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,211,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contract administrator fees2015-12-31$94,915
Liabilities. Value of benefit claims payable at end of year2015-12-31$252
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,346
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2015-12-31251589048
2014 : JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,690
Total income from all sources (including contributions)2014-12-31$1,387,247
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,456,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,051,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,386,336
Value of total assets at end of year2014-12-31$267,629
Value of total assets at beginning of year2014-12-31$346,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$405,367
Total interest from all sources2014-12-31$911
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$477,929
Administrative expenses (other) incurred2014-12-31$272,873
Total non interest bearing cash at end of year2014-12-31$3,346
Total non interest bearing cash at beginning of year2014-12-31$683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-69,745
Value of net assets at end of year (total assets less liabilities)2014-12-31$264,283
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$334,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$264,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$346,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$346,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$911
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,051,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$908,407
Contract administrator fees2014-12-31$89,950
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,346
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$12,690
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2014-12-31251589048
2013 : JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,597
Total income from all sources (including contributions)2013-12-31$1,424,399
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,692,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,306,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,255,648
Value of total assets at end of year2013-12-31$346,718
Value of total assets at beginning of year2013-12-31$612,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$385,829
Total interest from all sources2013-12-31$1,567
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$274,180
Other income not declared elsewhere2013-12-31$167,184
Administrative expenses (other) incurred2013-12-31$260,855
Total non interest bearing cash at end of year2013-12-31$683
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-267,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$334,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$601,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$39,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$346,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$612,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$612,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$981,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,306,249
Contract administrator fees2013-12-31$85,281
Liabilities. Value of benefit claims payable at end of year2013-12-31$12,690
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$10,597
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2013-12-31251589048
2012 : JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$136,744
Total income from all sources (including contributions)2012-12-31$1,481,989
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,068,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$719,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,473,684
Value of total assets at end of year2012-12-31$612,304
Value of total assets at beginning of year2012-12-31$324,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$349,077
Total interest from all sources2012-12-31$2,419
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$253,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$129,163
Other income not declared elsewhere2012-12-31$5,886
Administrative expenses (other) incurred2012-12-31$228,245
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$36,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$413,789
Value of net assets at end of year (total assets less liabilities)2012-12-31$601,707
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$187,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$37,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$612,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$288,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$288,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,219,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$719,123
Contract administrator fees2012-12-31$83,154
Liabilities. Value of benefit claims payable at end of year2012-12-31$10,597
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,581
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2012-12-31251589048
2011 : JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$136,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,415,820
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,252,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$919,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,238,149
Value of total assets at end of year2011-12-31$324,662
Value of total assets at beginning of year2011-12-31$24,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$333,335
Total interest from all sources2011-12-31$1,475
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$223,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$129,163
Other income not declared elsewhere2011-12-31$176,196
Administrative expenses (other) incurred2011-12-31$216,937
Total non interest bearing cash at end of year2011-12-31$36,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$163,300
Value of net assets at end of year (total assets less liabilities)2011-12-31$187,918
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$35,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$288,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$24,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$24,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,014,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$919,185
Contract administrator fees2011-12-31$80,565
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,581
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2011-12-31251589048
2010 : JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$101,917
Total income from all sources (including contributions)2010-12-31$1,267,929
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,364,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,248,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,186,338
Value of total assets at end of year2010-12-31$24,618
Value of total assets at beginning of year2010-12-31$222,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$115,208
Total interest from all sources2010-12-31$1,724
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,555,810
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$201,352
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,248,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$101,917
Other income not declared elsewhere2010-12-31$79,867
Total non interest bearing cash at beginning of year2010-12-31$30,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-96,272
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,618
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$120,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$37,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$24,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$192,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$192,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$984,986
Contract administrator fees2010-12-31$77,807
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31YOUNG, OAKES, BROWN & CO., P.C.
Accountancy firm EIN2010-12-31251589048

Form 5500 Responses for JERSEY SHORE STATE BANK GROUP HEALTH PLAN

2015: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: JERSEY SHORE STATE BANK GROUP HEALTH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract number40618
Policy instance 1
Insurance contract or identification number40618
Number of Individuals Covered168
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,793
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $51,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract number40618
Policy instance 1
Insurance contract or identification number40618
Number of Individuals Covered172
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,643
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $47,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract number40618
Policy instance 1
Insurance contract or identification number40618
Number of Individuals Covered152
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,607
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,307

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