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BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameBELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN
Plan identification number 001

BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:BELMONT SAVINGS BANK
Employer identification number (EIN):340092790
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about BELMONT SAVINGS BANK

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1993-12-29
Company Identification Number: 861291
Legal Registered Office Address: 3301 GUERNSEY STREET
PO BOX 654
BLELAIRE
United States of America (USA)
43906

More information about BELMONT SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-06-25
0012020-03-01JAMES A. TROUTEN2021-12-09
0012019-03-01TODD COVER2020-12-15
0012018-03-01
0012017-03-01JAMES A. TROUTEN
0012016-03-01JAMES A. TROUTEN
0012015-03-01JAMES A. TROUTEN
0012014-03-01THOMAS F. POE
0012013-03-01THOMAS F. POE
0012012-03-01THOMAS F. POE
0012011-03-01THOMAS F. POE
0012010-03-01THOMAS F. POE
0012009-03-01THOMAS F. POE

Financial Data on BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-0937858
Net assets as of the end of the plan year2025-05-092958626
Total assets as of the beginning of the plan year2025-05-092083167
Value of plan covered by a fidelity bond2025-05-093750000
Participant contributions to plan in this plan year2025-05-09236614
Other expenses paid from plan in this plan year2025-05-09232
Other income to plan in this plan year2025-05-09347508
Plan net income in this plan year2025-05-09875459
Net assets as of the end of the plan year2025-05-092958626
Net assets as of the beginning of the plan year2025-05-092083167
Employer contributions to plan in this plan year2025-05-09329195
2024 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-233578
Net assets as of the end of the plan year2024-04-232083167
Total assets as of the beginning of the plan year2024-04-231320908
Value of plan covered by a fidelity bond2024-04-233750000
Participant contributions to plan in this plan year2024-04-23219530
Other expenses paid from plan in this plan year2024-04-2335
Other contributions to plan in this plan year2024-04-2315523
Other income to plan in this plan year2024-04-23210117
Plan net income in this plan year2024-04-23762259
Net assets as of the end of the plan year2024-04-232083167
Net assets as of the beginning of the plan year2024-04-231320908
Employer contributions to plan in this plan year2024-04-23320667
2022 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-030
Net assets as of the end of the plan year2022-06-03569627
Total assets as of the beginning of the plan year2022-06-030
Value of plan covered by a fidelity bond2022-06-033750000
Participant contributions to plan in this plan year2022-06-03125719
Other contributions to plan in this plan year2022-06-0343683
Other income to plan in this plan year2022-06-0338398
Plan net income in this plan year2022-06-03569627
Net assets as of the end of the plan year2022-06-03569627
Net assets as of the beginning of the plan year2022-06-030
Employer contributions to plan in this plan year2022-06-03361827
2021 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
2020 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
2017 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
2016 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
2015 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
2013 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Funding deficiency by the employer to the plan for this plan year2013-02-28$0
Minimum employer required contribution for this plan year2013-02-28$0
Amount contributed by the employer to the plan for this plan year2013-02-28$0
2012 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Funding deficiency by the employer to the plan for this plan year2012-02-29$0
Minimum employer required contribution for this plan year2012-02-29$0
Amount contributed by the employer to the plan for this plan year2012-02-29$0
2011 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Funding deficiency by the employer to the plan for this plan year2011-02-28$0
Minimum employer required contribution for this plan year2011-02-28$0
Amount contributed by the employer to the plan for this plan year2011-02-28$0
2010 : BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0
Funding deficiency by the employer to the plan for this plan year2010-02-28$0
Minimum employer required contribution for this plan year2010-02-28$0
Amount contributed by the employer to the plan for this plan year2010-02-28$0

Form 5500 Responses for BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN

2020: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2019: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2018: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2017: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2016: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009: BELMONT SAVINGS BANK DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-03-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract numberX0-20000610
Policy instance 1
TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract numberX020000610
Policy instance 1
TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract numberX020000610
Policy instance 1
TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract number02-000610
Policy instance 1

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