| Plan Name | THE BANK OF ROMNEY DEFINED BENEFIT RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | THE BANK OF ROMNEY |
| Employer identification number (EIN): | 466857327 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-11-01 | FILED WITH AN AUTHORIZED SIGNATURE |
| Measure | Date | Value |
|---|---|---|
| 2013 : THE BANK OF ROMNEY DEFINED BENEFIT RETIREMENT PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-10-31 | $1,226,794 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $310,018 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $260,545 |
| Total plan assets at end of year | 2013-10-31 | $8,549,270 |
| Total plan assets at beginning of year | 2013-10-31 | $7,632,494 |
| Value of fidelity bond covering the plan | 2013-10-31 | $1,000,000 |
| Other income received | 2013-10-31 | $726,794 |
| Net income (gross income less expenses) | 2013-10-31 | $916,776 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $8,549,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $7,632,494 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $500,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $49,473 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
| 2012: THE BANK OF ROMNEY DEFINED BENEFIT RETIREMENT PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |