401k Plan data: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK plan

SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 401k Plan overview

Plan Name	SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK
Plan identification number	002

SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: MONSON SAVINGS BANK

Employer identification number (EIN): 562545442

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about MONSON SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division

Incorporation Date:

Company Identification Number: 000913193

More information about MONSON SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 THOMAS FORESE, JR.
002 2017-01-01 THOMAS FORESE, JR.
002 2016-01-01 THOMAS FORESE, JR.
002 2015-01-01 THOMAS FORESE, JR.
002 2014-01-01 THOMAS FORESE, JR.
002 2013-01-01 THOMAS FORESE JR
002 2012-01-01 THOMAS FORESE JR.
002 2011-01-01 THOMAS FORESE JR.
002 2009-01-01 THOMAS FORESE JR

Plan Statistics for SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK

401k plan membership statisitcs for SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK

Measure Date Value
2022: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2022 401k membership
Total participants, beginning-of-year 2022-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 89
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 132
Number of participants with account balances 2022-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2021 401k membership
Total participants, beginning-of-year 2021-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 82
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 124
Number of participants with account balances 2021-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year 2020-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 83
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 40
Total of all active and inactive participants 2020-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 123
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year 2019-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 83
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 117
Number of participants with account balances 2019-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year 2018-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 81
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 111
Number of participants with account balances 2018-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year 2017-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 70
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 32
Total of all active and inactive participants 2017-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 102
Number of participants with account balances 2017-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year 2016-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 71
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
Total of all active and inactive participants 2016-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 111
Number of participants with account balances 2016-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year 2015-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 63
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 38
Total of all active and inactive participants 2015-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 101
Number of participants with account balances 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year 2014-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 71
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 94
Number of participants with account balances 2014-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year 2013-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 65
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 83
Number of participants with account balances 2013-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year 2012-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 62
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 78
Number of participants with account balances 2012-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 58
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 76
Number of participants with account balances 2011-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 49
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2022 401k membership
Total participants, beginning-of-year	2022-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	89
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	132
Number of participants with account balances	2022-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2021 401k membership
Total participants, beginning-of-year	2021-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	82
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	124
Number of participants with account balances	2021-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year	2020-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	83
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	40
Total of all active and inactive participants	2020-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	123
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year	2019-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	83
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	117
Number of participants with account balances	2019-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year	2018-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	81
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	111
Number of participants with account balances	2018-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year	2017-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	70
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	32
Total of all active and inactive participants	2017-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	102
Number of participants with account balances	2017-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year	2016-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	71
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
Total of all active and inactive participants	2016-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	111
Number of participants with account balances	2016-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year	2015-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	63
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	38
Total of all active and inactive participants	2015-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	101
Number of participants with account balances	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year	2014-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	71
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	94
Number of participants with account balances	2014-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year	2013-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	65
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	83
Number of participants with account balances	2013-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year	2012-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	62
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	78
Number of participants with account balances	2012-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	58
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	76
Number of participants with account balances	2011-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	49
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK

Measure	Date	Value
2022 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$-557,716
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$137,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$137,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$770,088
Value of total assets at end of year	2022-12-31	$6,845,305
Value of total assets at beginning of year	2022-12-31	$7,540,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$200
Total interest from all sources	2022-12-31	$6,703
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$391,041
Participant contributions at end of year	2022-12-31	$138,029
Participant contributions at beginning of year	2022-12-31	$190,842
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$62,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-695,694
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,845,305
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,540,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest on participant loans	2022-12-31	$6,703
Value of interest in common/collective trusts at end of year	2022-12-31	$6,707,276
Value of interest in common/collective trusts at beginning of year	2022-12-31	$7,350,157
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,334,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$316,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$137,778
Contract administrator fees	2022-12-31	$200
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2022-12-31	203985546
2021 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$1,804,515
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$337,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$336,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$969,231
Value of total assets at end of year	2021-12-31	$7,540,999
Value of total assets at beginning of year	2021-12-31	$6,073,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$350
Total interest from all sources	2021-12-31	$7,146
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$380,072
Participant contributions at end of year	2021-12-31	$190,842
Participant contributions at beginning of year	2021-12-31	$151,742
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$293,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,467,495
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,540,999
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,073,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest on participant loans	2021-12-31	$7,146
Value of interest in common/collective trusts at end of year	2021-12-31	$7,350,157
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,921,762
Net investment gain or loss from common/collective trusts	2021-12-31	$828,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$295,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$336,670
Contract administrator fees	2021-12-31	$350
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN	2021-12-31	203985546
2020 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2020 401k financial data
Total income from all sources	2020-12-31	$1,448,636
Expenses. Total of all expenses incurred	2020-12-31	$147,607
Benefits paid (including direct rollovers)	2020-12-31	$147,057
Total plan assets at end of year	2020-12-31	$6,073,503
Total plan assets at beginning of year	2020-12-31	$4,772,474
Value of fidelity bond covering the plan	2020-12-31	$477,248
Total contributions received or receivable from participants	2020-12-31	$329,172
Contributions received from other sources (not participants or employers)	2020-12-31	$117,066
Other income received	2020-12-31	$725,724
Net income (gross income less expenses)	2020-12-31	$1,301,029
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,073,503
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,772,474
Assets. Value of participant loans	2020-12-31	$151,742
Total contributions received or receivable from employer(s)	2020-12-31	$276,674
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2019 401k financial data
Total income from all sources	2019-12-31	$1,323,755
Expenses. Total of all expenses incurred	2019-12-31	$175,734
Benefits paid (including direct rollovers)	2019-12-31	$175,434
Total plan assets at end of year	2019-12-31	$4,772,474
Total plan assets at beginning of year	2019-12-31	$3,624,453
Value of fidelity bond covering the plan	2019-12-31	$362,446
Total contributions received or receivable from participants	2019-12-31	$240,448
Contributions received from other sources (not participants or employers)	2019-12-31	$33,623
Other income received	2019-12-31	$805,247
Net income (gross income less expenses)	2019-12-31	$1,148,021
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,772,474
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,624,453
Assets. Value of participant loans	2019-12-31	$54,315
Total contributions received or receivable from employer(s)	2019-12-31	$244,437
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2018 401k financial data
Total income from all sources	2018-12-31	$225,546
Expenses. Total of all expenses incurred	2018-12-31	$716,703
Benefits paid (including direct rollovers)	2018-12-31	$716,503
Total plan assets at end of year	2018-12-31	$3,624,453
Total plan assets at beginning of year	2018-12-31	$4,115,610
Value of fidelity bond covering the plan	2018-12-31	$411,561
Total contributions received or receivable from participants	2018-12-31	$222,751
Other income received	2018-12-31	$-211,826
Net income (gross income less expenses)	2018-12-31	$-491,157
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,624,453
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,115,610
Assets. Value of participant loans	2018-12-31	$159,257
Total contributions received or receivable from employer(s)	2018-12-31	$214,621
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2017 401k financial data
Total income from all sources	2017-12-31	$981,895
Expenses. Total of all expenses incurred	2017-12-31	$313,363
Benefits paid (including direct rollovers)	2017-12-31	$304,989
Total plan assets at end of year	2017-12-31	$4,115,610
Total plan assets at beginning of year	2017-12-31	$3,447,078
Value of fidelity bond covering the plan	2017-12-31	$344,708
Total contributions received or receivable from participants	2017-12-31	$222,051
Other income received	2017-12-31	$548,580
Net income (gross income less expenses)	2017-12-31	$668,532
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,115,610
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,447,078
Assets. Value of participant loans	2017-12-31	$143,709
Total contributions received or receivable from employer(s)	2017-12-31	$211,264
Value of certain deemed distributions of participant loans	2017-12-31	$8,374
2016 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2016 401k financial data
Total income from all sources	2016-12-31	$607,151
Expenses. Total of all expenses incurred	2016-12-31	$284,160
Benefits paid (including direct rollovers)	2016-12-31	$279,160
Total plan assets at end of year	2016-12-31	$3,447,078
Total plan assets at beginning of year	2016-12-31	$3,124,087
Value of fidelity bond covering the plan	2016-12-31	$312,409
Total contributions received or receivable from participants	2016-12-31	$193,863
Contributions received from other sources (not participants or employers)	2016-12-31	$1,360
Other income received	2016-12-31	$223,562
Net income (gross income less expenses)	2016-12-31	$322,991
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,447,078
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,124,087
Assets. Value of participant loans	2016-12-31	$198,619
Total contributions received or receivable from employer(s)	2016-12-31	$188,366
Value of certain deemed distributions of participant loans	2016-12-31	$5,000
2015 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2015 401k financial data
Total income from all sources	2015-12-31	$384,857
Expenses. Total of all expenses incurred	2015-12-31	$268,899
Benefits paid (including direct rollovers)	2015-12-31	$243,171
Total plan assets at end of year	2015-12-31	$3,124,087
Total plan assets at beginning of year	2015-12-31	$3,008,129
Value of fidelity bond covering the plan	2015-12-31	$300,813
Total contributions received or receivable from participants	2015-12-31	$182,005
Contributions received from other sources (not participants or employers)	2015-12-31	$13,350
Other income received	2015-12-31	$-27,101
Net income (gross income less expenses)	2015-12-31	$115,958
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,124,087
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,008,129
Assets. Value of participant loans	2015-12-31	$188,784
Total contributions received or receivable from employer(s)	2015-12-31	$216,603
Value of certain deemed distributions of participant loans	2015-12-31	$25,728
2014 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2014 401k financial data
Total income from all sources	2014-12-31	$552,591
Expenses. Total of all expenses incurred	2014-12-31	$125,876
Benefits paid (including direct rollovers)	2014-12-31	$103,399
Total plan assets at end of year	2014-12-31	$3,008,129
Total plan assets at beginning of year	2014-12-31	$2,581,414
Value of fidelity bond covering the plan	2014-12-31	$258,141
Total contributions received or receivable from participants	2014-12-31	$175,235
Contributions received from other sources (not participants or employers)	2014-12-31	$76,866
Other income received	2014-12-31	$149,020
Net income (gross income less expenses)	2014-12-31	$426,715
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,008,129
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,581,414
Assets. Value of participant loans	2014-12-31	$163,528
Total contributions received or receivable from employer(s)	2014-12-31	$151,470
Value of certain deemed distributions of participant loans	2014-12-31	$22,477
2013 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2013 401k financial data
Total income from all sources	2013-12-31	$771,655
Expenses. Total of all expenses incurred	2013-12-31	$116,932
Benefits paid (including direct rollovers)	2013-12-31	$104,710
Total plan assets at end of year	2013-12-31	$2,581,414
Total plan assets at beginning of year	2013-12-31	$1,926,691
Value of fidelity bond covering the plan	2013-12-31	$192,670
Total contributions received or receivable from participants	2013-12-31	$168,399
Contributions received from other sources (not participants or employers)	2013-12-31	$93,964
Other income received	2013-12-31	$371,972
Net income (gross income less expenses)	2013-12-31	$654,723
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,581,414
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,926,691
Assets. Value of participant loans	2013-12-31	$113,427
Total contributions received or receivable from employer(s)	2013-12-31	$137,320
Value of certain deemed distributions of participant loans	2013-12-31	$12,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2012 401k financial data
Total income from all sources	2012-12-31	$540,179
Expenses. Total of all expenses incurred	2012-12-31	$14,447
Benefits paid (including direct rollovers)	2012-12-31	$13,689
Total plan assets at end of year	2012-12-31	$1,926,691
Total plan assets at beginning of year	2012-12-31	$1,400,959
Value of fidelity bond covering the plan	2012-12-31	$140,096
Total contributions received or receivable from participants	2012-12-31	$158,229
Contributions received from other sources (not participants or employers)	2012-12-31	$43,661
Other income received	2012-12-31	$179,669
Net income (gross income less expenses)	2012-12-31	$525,732
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,926,691
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,400,959
Assets. Value of participant loans	2012-12-31	$104,285
Total contributions received or receivable from employer(s)	2012-12-31	$158,620
Value of certain deemed distributions of participant loans	2012-12-31	$758
Value of corrective distributions	2012-12-31	$0
2011 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2011 401k financial data
Total income from all sources	2011-12-31	$302,693
Expenses. Total of all expenses incurred	2011-12-31	$401,358
Benefits paid (including direct rollovers)	2011-12-31	$401,358
Total plan assets at end of year	2011-12-31	$1,400,959
Total plan assets at beginning of year	2011-12-31	$1,499,624
Value of fidelity bond covering the plan	2011-12-31	$149,962
Total contributions received or receivable from participants	2011-12-31	$153,285
Contributions received from other sources (not participants or employers)	2011-12-31	$58,718
Other income received	2011-12-31	$17,426
Net income (gross income less expenses)	2011-12-31	$-98,665
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,400,959
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,499,624
Assets. Value of participant loans	2011-12-31	$91,055
Total contributions received or receivable from employer(s)	2011-12-31	$73,264
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2010 401k financial data
Total income from all sources	2010-12-31	$381,430
Expenses. Total of all expenses incurred	2010-12-31	$85,726
Benefits paid (including direct rollovers)	2010-12-31	$83,292
Total plan assets at end of year	2010-12-31	$1,499,624
Total plan assets at beginning of year	2010-12-31	$1,203,920
Value of fidelity bond covering the plan	2010-12-31	$120,392
Total contributions received or receivable from participants	2010-12-31	$152,612
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$155,079
Net income (gross income less expenses)	2010-12-31	$295,704
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,499,624
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,203,920
Assets. Value of participant loans	2010-12-31	$59,231
Total contributions received or receivable from employer(s)	2010-12-31	$73,739
Value of certain deemed distributions of participant loans	2010-12-31	$2,434
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK

2022: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SBERA 401(K) PLAN AS ADOPTED BY MONSON SAVINGS BANK 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MONSON SAVINGS BANK
Employer identification number (EIN):	562545442
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number:	000913193