?>
Logo

SANDY SPRING BANK 401(K) PLAN 401k Plan overview

Plan NameSANDY SPRING BANK 401(K) PLAN
Plan identification number 002

SANDY SPRING BANK 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SANDY SPRING BANCORP INC has sponsored the creation of one or more 401k plans.

Company Name:SANDY SPRING BANCORP INC
Employer identification number (EIN):521532952
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about SANDY SPRING BANCORP INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2137362

More information about SANDY SPRING BANCORP INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDY SPRING BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01MELISSA SCHULZE MELISSA SCHULZE2019-07-03
0022017-01-01MELISSA SCHULZE MELISSA SCHULZE2018-07-25
0022016-01-01MELISSA SCHULZE MELISSA SCHULZE2017-09-15
0022015-01-01RITA WOODWARD RITA WOODWARD2016-07-12
0022014-01-01RITA WOODWARD RITA WOODWARD2015-07-16
0022013-01-01RITA WOODWARD RITA WOODWARD2014-06-27
0022012-01-01RITA WOODWARD
0022011-01-01RITA WOODWARD
0022010-01-01RITA WOODWARD RITA WOODWARD2011-07-08
0022009-01-01RITA WOODWARD RITA WOODWARD2010-08-24

Plan Statistics for SANDY SPRING BANK 401(K) PLAN

401k plan membership statisitcs for SANDY SPRING BANK 401(K) PLAN

Measure Date Value
2022: SANDY SPRING BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,619
Total number of active participants reported on line 7a of the Form 55002022-01-011,112
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01485
Total of all active and inactive participants2022-01-011,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,603
Number of participants with account balances2022-01-011,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SANDY SPRING BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,542
Total number of active participants reported on line 7a of the Form 55002021-01-011,135
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01435
Total of all active and inactive participants2021-01-011,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,576
Number of participants with account balances2021-01-011,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SANDY SPRING BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,309
Total number of active participants reported on line 7a of the Form 55002020-01-011,119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01382
Total of all active and inactive participants2020-01-011,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,505
Number of participants with account balances2020-01-011,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SANDY SPRING BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,226
Total number of active participants reported on line 7a of the Form 55002019-01-01933
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01334
Total of all active and inactive participants2019-01-011,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,270
Number of participants with account balances2019-01-011,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SANDY SPRING BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,207
Total number of active participants reported on line 7a of the Form 55002018-01-01914
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01304
Total of all active and inactive participants2018-01-011,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,221
Number of participants with account balances2018-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SANDY SPRING BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,004
Total number of active participants reported on line 7a of the Form 55002017-01-01742
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01254
Total of all active and inactive participants2017-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,000
Number of participants with account balances2017-01-01956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SANDY SPRING BANK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01981
Total number of active participants reported on line 7a of the Form 55002016-01-01737
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01252
Total of all active and inactive participants2016-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01991
Number of participants with account balances2016-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SANDY SPRING BANK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01943
Total number of active participants reported on line 7a of the Form 55002015-01-01722
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01228
Total of all active and inactive participants2015-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01951
Number of participants with account balances2015-01-01887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SANDY SPRING BANK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01946
Total number of active participants reported on line 7a of the Form 55002014-01-01720
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01208
Total of all active and inactive participants2014-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01929
Number of participants with account balances2014-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SANDY SPRING BANK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01883
Total number of active participants reported on line 7a of the Form 55002013-01-01724
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01206
Total of all active and inactive participants2013-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01930
Number of participants with account balances2013-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SANDY SPRING BANK 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01919
Total number of active participants reported on line 7a of the Form 55002012-01-01679
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01237
Total of all active and inactive participants2012-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01916
Number of participants with account balances2012-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SANDY SPRING BANK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01905
Total number of active participants reported on line 7a of the Form 55002011-01-01688
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01231
Total of all active and inactive participants2011-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01919
Number of participants with account balances2011-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SANDY SPRING BANK 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01889
Total number of active participants reported on line 7a of the Form 55002010-01-01669
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01232
Total of all active and inactive participants2010-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01901
Number of participants with account balances2010-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SANDY SPRING BANK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01920
Total number of active participants reported on line 7a of the Form 55002009-01-01654
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01234
Total of all active and inactive participants2009-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01888
Number of participants with account balances2009-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SANDY SPRING BANK 401(K) PLAN

Measure Date Value
2022 : SANDY SPRING BANK 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,682,438
Total unrealized appreciation/depreciation of assets2022-12-31$-2,682,438
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$0
Total income from all sources (including contributions)2022-12-31$-14,956,014
Total loss/gain on sale of assets2022-12-31$-574,840
Total of all expenses incurred2022-12-31$21,857,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,684,484
Value of total corrective distributions2022-12-31$9,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,554,766
Value of total assets at end of year2022-12-31$172,289,782
Value of total assets at beginning of year2022-12-31$209,102,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$163,399
Total interest from all sources2022-12-31$213,946
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$926,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$588,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,328,522
Participant contributions at end of year2022-12-31$1,855,194
Participant contributions at beginning of year2022-12-31$2,007,627
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,217,395
Other income not declared elsewhere2022-12-31$24,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,813,056
Value of net assets at end of year (total assets less liabilities)2022-12-31$172,289,782
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$209,102,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,900,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,835,548
Value of interest in pooled separate accounts at end of year2022-12-31$19,458,690
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,507,043
Interest on participant loans2022-12-31$72,278
Interest earned on other investments2022-12-31$141,668
Value of interest in common/collective trusts at end of year2022-12-31$100,443,315
Value of interest in common/collective trusts at beginning of year2022-12-31$124,370,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,897,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,401,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,222,445
Net investment gain/loss from pooled separate accounts2022-12-31$-6,668,989
Net investment gain or loss from common/collective trusts2022-12-31$-20,526,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$9,265,263
Assets. Invements in employer securities at beginning of year2022-12-31$11,636,774
Contributions received in cash from employer2022-12-31$6,008,849
Employer contributions (assets) at end of year2022-12-31$469,466
Employer contributions (assets) at beginning of year2022-12-31$344,278
Income. Dividends from common stock2022-12-31$337,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,684,484
Contract administrator fees2022-12-31$163,399
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,604,650
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,179,490
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : SANDY SPRING BANK 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,397,793
Total unrealized appreciation/depreciation of assets2021-12-31$3,397,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$48,284,396
Total loss/gain on sale of assets2021-12-31$718,683
Total of all expenses incurred2021-12-31$10,261,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,093,144
Value of total corrective distributions2021-12-31$3,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,533,448
Value of total assets at end of year2021-12-31$209,102,838
Value of total assets at beginning of year2021-12-31$171,080,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$164,887
Total interest from all sources2021-12-31$208,960
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$787,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$465,468
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,153,954
Participant contributions at end of year2021-12-31$2,007,627
Participant contributions at beginning of year2021-12-31$2,116,364
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,447,089
Other income not declared elsewhere2021-12-31$31,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$38,022,605
Value of net assets at end of year (total assets less liabilities)2021-12-31$209,102,838
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$171,080,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,835,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,967,696
Value of interest in pooled separate accounts at end of year2021-12-31$26,507,043
Value of interest in pooled separate accounts at beginning of year2021-12-31$30,364,153
Interest on participant loans2021-12-31$83,940
Interest earned on other investments2021-12-31$125,020
Value of interest in common/collective trusts at end of year2021-12-31$124,370,424
Value of interest in common/collective trusts at beginning of year2021-12-31$103,243,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,401,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,689,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,610,606
Net investment gain/loss from pooled separate accounts2021-12-31$5,700,252
Net investment gain or loss from common/collective trusts2021-12-31$14,295,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$11,636,774
Assets. Invements in employer securities at beginning of year2021-12-31$8,407,129
Contributions received in cash from employer2021-12-31$5,932,405
Employer contributions (assets) at end of year2021-12-31$344,278
Employer contributions (assets) at beginning of year2021-12-31$291,573
Income. Dividends from common stock2021-12-31$321,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,093,144
Contract administrator fees2021-12-31$164,887
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,562,402
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,843,719
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : SANDY SPRING BANK 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-789,492
Total unrealized appreciation/depreciation of assets2020-12-31$-789,492
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,226,803
Total loss/gain on sale of assets2020-12-31$-600,724
Total of all expenses incurred2020-12-31$7,587,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,435,869
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$11,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,410,194
Value of total assets at end of year2020-12-31$171,080,233
Value of total assets at beginning of year2020-12-31$132,441,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,618
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$223,788
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$790,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$475,107
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$9,574,447
Participant contributions at end of year2020-12-31$2,116,364
Participant contributions at beginning of year2020-12-31$1,667,097
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,527,001
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$6,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$190,133
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,639,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$171,080,233
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$132,441,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,967,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,771,817
Value of interest in pooled separate accounts at end of year2020-12-31$30,364,153
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$91,239
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$132,549
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$103,243,801
Value of interest in common/collective trusts at beginning of year2020-12-31$79,947,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,689,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,880,271
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,309,593
Net investment gain/loss from pooled separate accounts2020-12-31$118,458
Net investment gain or loss from common/collective trusts2020-12-31$13,574,785
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$8,407,129
Assets. Invements in employer securities at beginning of year2020-12-31$9,976,130
Contributions received in cash from employer2020-12-31$5,308,746
Employer contributions (assets) at end of year2020-12-31$291,573
Employer contributions (assets) at beginning of year2020-12-31$198,361
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$314,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,429,797
Contract administrator fees2020-12-31$140,618
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,637,810
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,238,534
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : SANDY SPRING BANK 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,652,093
Total unrealized appreciation/depreciation of assets2019-12-31$1,652,093
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$35,741,594
Total loss/gain on sale of assets2019-12-31$76,076
Total of all expenses incurred2019-12-31$6,993,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,788,738
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,116,971
Value of total assets at end of year2019-12-31$132,441,206
Value of total assets at beginning of year2019-12-31$103,692,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$204,403
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$154,615
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$826,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$516,952
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$7,219,859
Participant contributions at end of year2019-12-31$1,667,097
Participant contributions at beginning of year2019-12-31$1,497,586
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,848,537
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$284,259
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$28,748,453
Value of net assets at end of year (total assets less liabilities)2019-12-31$132,441,206
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,692,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,771,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,182,420
Interest on participant loans2019-12-31$77,547
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$77,068
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$79,947,530
Value of interest in common/collective trusts at beginning of year2019-12-31$61,112,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,880,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,525,215
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,919,110
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$12,712,367
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$9,976,130
Assets. Invements in employer securities at beginning of year2019-12-31$8,210,904
Contributions received in cash from employer2019-12-31$4,048,575
Employer contributions (assets) at end of year2019-12-31$198,361
Employer contributions (assets) at beginning of year2019-12-31$163,966
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$309,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,788,738
Contract administrator fees2019-12-31$204,403
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$891,605
Aggregate carrying amount (costs) on sale of assets2019-12-31$815,529
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : SANDY SPRING BANK 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,977,515
Total unrealized appreciation/depreciation of assets2018-12-31$-1,977,515
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,906,857
Total loss/gain on sale of assets2018-12-31$18,539
Total of all expenses incurred2018-12-31$6,157,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,053,008
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,605,745
Value of total assets at end of year2018-12-31$103,692,753
Value of total assets at beginning of year2018-12-31$103,943,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$104,691
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$119,557
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$744,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$464,017
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$6,002,932
Participant contributions at end of year2018-12-31$1,497,586
Participant contributions at beginning of year2018-12-31$961,733
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,730,588
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$134,572
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-250,842
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,692,753
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$103,943,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,182,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,214,278
Interest on participant loans2018-12-31$51,958
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$67,599
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$61,112,662
Value of interest in common/collective trusts at beginning of year2018-12-31$61,696,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,525,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,082,312
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,814,413
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-4,924,493
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$8,210,904
Assets. Invements in employer securities at beginning of year2018-12-31$9,887,506
Contributions received in cash from employer2018-12-31$2,872,225
Employer contributions (assets) at end of year2018-12-31$163,966
Employer contributions (assets) at beginning of year2018-12-31$101,095
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$280,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,053,008
Contract administrator fees2018-12-31$104,691
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,048,976
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,030,437
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SANDY SPRING BANK 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-267,802
Total unrealized appreciation/depreciation of assets2017-12-31$-267,802
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,624,985
Total loss/gain on sale of assets2017-12-31$51,337
Total of all expenses incurred2017-12-31$8,453,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,437,165
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,887,208
Value of total assets at end of year2017-12-31$103,943,595
Value of total assets at beginning of year2017-12-31$91,772,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,528
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$79,907
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$694,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$405,318
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$4,473,270
Participant contributions at end of year2017-12-31$961,733
Participant contributions at beginning of year2017-12-31$711,194
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,359,730
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,171,292
Value of net assets at end of year (total assets less liabilities)2017-12-31$103,943,595
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$91,772,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,214,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,375,041
Interest on participant loans2017-12-31$29,573
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$50,334
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$61,696,671
Value of interest in common/collective trusts at beginning of year2017-12-31$52,095,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,082,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,058,628
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,921,310
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$8,258,979
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$9,887,506
Assets. Invements in employer securities at beginning of year2017-12-31$12,431,451
Contributions received in cash from employer2017-12-31$2,054,208
Employer contributions (assets) at end of year2017-12-31$101,095
Employer contributions (assets) at beginning of year2017-12-31$100,156
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$288,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,437,165
Contract administrator fees2017-12-31$16,528
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,648,662
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,597,325
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : SANDY SPRING BANK 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,968,426
Total unrealized appreciation/depreciation of assets2016-12-31$3,968,426
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$18,383,542
Total loss/gain on sale of assets2016-12-31$136,409
Total of all expenses incurred2016-12-31$5,865,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,851,732
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,125,153
Value of total assets at end of year2016-12-31$91,772,303
Value of total assets at beginning of year2016-12-31$79,254,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,608
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$63,479
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$679,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$375,939
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$4,411,978
Participant contributions at end of year2016-12-31$711,194
Participant contributions at beginning of year2016-12-31$752,832
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,728,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-29
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,518,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$91,772,303
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,254,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,375,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,058,099
Interest on participant loans2016-12-31$21,953
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$41,526
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$52,095,833
Value of interest in common/collective trusts at beginning of year2016-12-31$45,378,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,058,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,514,480
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,832,936
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$3,578,050
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$12,431,451
Assets. Invements in employer securities at beginning of year2016-12-31$8,445,208
Contributions received in cash from employer2016-12-31$1,984,898
Employer contributions (assets) at end of year2016-12-31$100,156
Employer contributions (assets) at beginning of year2016-12-31$104,552
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$303,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,851,732
Contract administrator fees2016-12-31$13,608
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,412,457
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,276,048
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : SANDY SPRING BANK 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$232,859
Total unrealized appreciation/depreciation of assets2015-12-31$232,859
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,450,544
Total loss/gain on sale of assets2015-12-31$34,881
Total of all expenses incurred2015-12-31$4,199,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,194,636
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,573,540
Value of total assets at end of year2015-12-31$79,254,101
Value of total assets at beginning of year2015-12-31$76,002,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,439
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$52,190
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$606,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$334,946
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$4,408,206
Participant contributions at end of year2015-12-31$752,832
Participant contributions at beginning of year2015-12-31$726,653
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,192,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,251,469
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,254,101
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,002,632
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,058,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,341,799
Interest on participant loans2015-12-31$24,683
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$27,507
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$45,378,930
Value of interest in common/collective trusts at beginning of year2015-12-31$45,666,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,514,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,062,064
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-625,084
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-424,558
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$8,445,208
Assets. Invements in employer securities at beginning of year2015-12-31$8,120,460
Contributions received in cash from employer2015-12-31$1,973,209
Employer contributions (assets) at end of year2015-12-31$104,552
Employer contributions (assets) at beginning of year2015-12-31$84,695
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$271,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,194,636
Contract administrator fees2015-12-31$4,439
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$1,477,657
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,442,776
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : SANDY SPRING BANK 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-502,935
Total unrealized appreciation/depreciation of assets2014-12-31$-502,935
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,306,222
Total loss/gain on sale of assets2014-12-31$-200,851
Total of all expenses incurred2014-12-31$3,884,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,881,302
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,733,046
Value of total assets at end of year2014-12-31$76,002,632
Value of total assets at beginning of year2014-12-31$69,580,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,903
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$38,189
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$564,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$317,316
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$4,098,200
Participant contributions at end of year2014-12-31$726,653
Participant contributions at beginning of year2014-12-31$626,446
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$817,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$41
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,422,017
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,002,632
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$69,580,615
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,341,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,072,447
Interest on participant loans2014-12-31$21,721
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$16,468
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$45,666,961
Value of interest in common/collective trusts at beginning of year2014-12-31$41,790,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,062,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$744,170
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$925,092
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$2,749,273
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$8,120,460
Assets. Invements in employer securities at beginning of year2014-12-31$9,262,822
Contributions received in cash from employer2014-12-31$1,817,509
Employer contributions (assets) at end of year2014-12-31$84,695
Employer contributions (assets) at beginning of year2014-12-31$84,576
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$247,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,881,261
Contract administrator fees2014-12-31$2,903
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$1,332,948
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,533,799
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31STEGMAN & COMPANY
Accountancy firm EIN2014-12-31520947747
2013 : SANDY SPRING BANK 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,748,327
Total unrealized appreciation/depreciation of assets2013-12-31$2,748,327
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,099
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$19,765,486
Total loss/gain on sale of assets2013-12-31$738,902
Total of all expenses incurred2013-12-31$6,410,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,319,604
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,160,412
Value of total assets at end of year2013-12-31$69,580,615
Value of total assets at beginning of year2013-12-31$56,254,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,574
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$20,056
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,218,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,110,368
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$3,679,280
Participant contributions at end of year2013-12-31$626,446
Participant contributions at beginning of year2013-12-31$542,479
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$799,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$109,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$94
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$89,892
Liabilities. Value of operating payables at beginning of year2013-12-31$26,595
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$103
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$13,355,308
Value of net assets at end of year (total assets less liabilities)2013-12-31$69,580,615
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$56,225,307
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,072,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,496,766
Interest on participant loans2013-12-31$19,651
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$41,790,154
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,839,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,839,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$744,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,312,313
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$2,566,975
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$9,262,822
Assets. Invements in employer securities at beginning of year2013-12-31$6,196,511
Contributions received in cash from employer2013-12-31$1,681,323
Employer contributions (assets) at end of year2013-12-31$84,576
Employer contributions (assets) at beginning of year2013-12-31$69,714
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$108,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,319,604
Contract administrator fees2013-12-31$682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,410
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
Aggregate proceeds on sale of assets2013-12-31$72,038,654
Aggregate carrying amount (costs) on sale of assets2013-12-31$71,299,752
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31STEGMAN & COMPANY
Accountancy firm EIN2013-12-31520947747
2012 : SANDY SPRING BANK 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$570,121
Total unrealized appreciation/depreciation of assets2012-12-31$570,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,912
Total income from all sources (including contributions)2012-12-31$11,928,027
Total loss/gain on sale of assets2012-12-31$745,986
Total of all expenses incurred2012-12-31$4,961,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,853,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,952,056
Value of total assets at end of year2012-12-31$56,254,406
Value of total assets at beginning of year2012-12-31$49,281,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$108,460
Total interest from all sources2012-12-31$17,342
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,530,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,362,265
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$3,369,659
Participant contributions at end of year2012-12-31$542,479
Participant contributions at beginning of year2012-12-31$507,262
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,015,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$109,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$28,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$94
Administrative expenses (other) incurred2012-12-31$108,460
Liabilities. Value of operating payables at end of year2012-12-31$26,595
Liabilities. Value of operating payables at beginning of year2012-12-31$22,912
Total non interest bearing cash at end of year2012-12-31$103
Total non interest bearing cash at beginning of year2012-12-31$18
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$6,966,440
Value of net assets at end of year (total assets less liabilities)2012-12-31$56,225,307
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$49,258,867
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$44,496,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,605,206
Interest on participant loans2012-12-31$16,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,839,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,635,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,635,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,112,243
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
Assets. Invements in employer securities at end of year2012-12-31$6,196,511
Assets. Invements in employer securities at beginning of year2012-12-31$6,461,296
Contributions received in cash from employer2012-12-31$1,567,300
Employer contributions (assets) at end of year2012-12-31$69,714
Employer contributions (assets) at beginning of year2012-12-31$43,140
Income. Dividends from common stock2012-12-31$168,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,853,127
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,410
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
Aggregate proceeds on sale of assets2012-12-31$13,708,219
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,962,233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STEGMAN & COMPANY
Accountancy firm EIN2012-12-31520947747
2011 : SANDY SPRING BANK 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-186,454
Total unrealized appreciation/depreciation of assets2011-12-31$-186,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,183
Total income from all sources (including contributions)2011-12-31$4,677,464
Total loss/gain on sale of assets2011-12-31$18,928
Total of all expenses incurred2011-12-31$3,518,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,426,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,979,827
Value of total assets at end of year2011-12-31$49,281,779
Value of total assets at beginning of year2011-12-31$48,122,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$92,139
Total interest from all sources2011-12-31$23,417
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,239,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,121,683
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,268,078
Participant contributions at end of year2011-12-31$507,262
Participant contributions at beginning of year2011-12-31$528,852
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$241,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$28,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$92,139
Liabilities. Value of operating payables at end of year2011-12-31$22,912
Liabilities. Value of operating payables at beginning of year2011-12-31$22,183
Total non interest bearing cash at end of year2011-12-31$18
Total non interest bearing cash at beginning of year2011-12-31$4,165
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$1,158,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$49,258,867
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,100,332
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,605,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,888,050
Interest on participant loans2011-12-31$22,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,635,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,687,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,687,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,397,990
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
Assets. Invements in employer securities at end of year2011-12-31$6,461,296
Assets. Invements in employer securities at beginning of year2011-12-31$5,977,623
Contributions received in cash from employer2011-12-31$1,470,140
Employer contributions (assets) at end of year2011-12-31$43,140
Employer contributions (assets) at beginning of year2011-12-31$9,973
Income. Dividends from common stock2011-12-31$118,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,426,790
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
Aggregate proceeds on sale of assets2011-12-31$14,385,159
Aggregate carrying amount (costs) on sale of assets2011-12-31$14,366,231
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 name2011-12-31STEGMAN & COMPANY
Accountancy firm EIN2011-12-31520947747
2010 : SANDY SPRING BANK 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,785,308
Total unrealized appreciation/depreciation of assets2010-12-31$2,785,308
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,510
Total income from all sources (including contributions)2010-12-31$12,992,510
Total loss/gain on sale of assets2010-12-31$791,702
Total of all expenses incurred2010-12-31$2,023,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,941,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,667,911
Value of total assets at end of year2010-12-31$48,122,515
Value of total assets at beginning of year2010-12-31$37,171,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$81,326
Total interest from all sources2010-12-31$20,035
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$718,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$718,805
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,033,063
Participant contributions at end of year2010-12-31$528,852
Participant contributions at beginning of year2010-12-31$455,536
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$269,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$26,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$32,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,897
Administrative expenses (other) incurred2010-12-31$81,326
Liabilities. Value of operating payables at end of year2010-12-31$22,183
Liabilities. Value of operating payables at beginning of year2010-12-31$15,613
Total non interest bearing cash at end of year2010-12-31$4,165
Total non interest bearing cash at beginning of year2010-12-31$28,613
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$10,969,485
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,100,332
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,130,847
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,888,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,136,502
Interest on participant loans2010-12-31$19,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,687,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,115,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,115,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,008,749
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
Assets. Invements in employer securities at end of year2010-12-31$5,977,623
Assets. Invements in employer securities at beginning of year2010-12-31$3,350,770
Contributions received in cash from employer2010-12-31$1,365,743
Employer contributions (assets) at end of year2010-12-31$9,973
Employer contributions (assets) at beginning of year2010-12-31$51,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,941,699
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
Aggregate proceeds on sale of assets2010-12-31$1,858,043
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,066,341
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : SANDY SPRING BANK 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SANDY SPRING BANK 401(K) PLAN

2022: SANDY SPRING BANK 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANDY SPRING BANK 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SANDY SPRING BANK 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANDY SPRING BANK 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SANDY SPRING BANK 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SANDY SPRING BANK 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SANDY SPRING BANK 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SANDY SPRING BANK 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SANDY SPRING BANK 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANDY SPRING BANK 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SANDY SPRING BANK 401(K) 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 benefit arrangement - TrustYes
2011: SANDY SPRING BANK 401(K) 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 benefit arrangement - TrustYes
2010: SANDY SPRING BANK 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SANDY SPRING BANK 401(K) 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 benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525271
Policy instance 2
Insurance contract or identification number525271
Number of Individuals Covered1603
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1603
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525271
Policy instance 2
Insurance contract or identification number525271
Number of Individuals Covered1576
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1576
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number525271
Policy instance 2
Insurance contract or identification number525271
Number of Individuals Covered1505
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1505
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1270
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1221
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered951
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered929
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered930
Insurance policy start date2013-10-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3