401k Plan data: COMMONWEALTH BANK RETIREMENT PLAN plan

COMMONWEALTH BANK RETIREMENT PLAN 401k Plan overview

Plan Name	COMMONWEALTH BANK RETIREMENT PLAN
Plan identification number	001

COMMONWEALTH BANK RETIREMENT PLAN 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.
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

COMMONWEALTH BANK F.S.B has sponsored the creation of one or more 401k plans.

Company Name: COMMONWEALTH BANK F.S.B

Employer identification number (EIN): 610587130

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 CURT STEGER
001 2014-01-01 CURT STEGER
001 2013-01-01 CURT STEGER
001 2012-01-01 CURT STEGER
001 2011-01-01 CURT STEGER
001 2009-01-01 CURT STEGER

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	CURT STEGER
001	2014-01-01	CURT STEGER
001	2013-01-01	CURT STEGER
001	2012-01-01	CURT STEGER
001	2011-01-01	CURT STEGER
001	2009-01-01	CURT STEGER

Plan Statistics for COMMONWEALTH BANK RETIREMENT PLAN

401k plan membership statisitcs for COMMONWEALTH BANK RETIREMENT PLAN

Measure Date Value
2015: COMMONWEALTH BANK RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COMMONWEALTH BANK RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 4
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMMONWEALTH BANK RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 4
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMMONWEALTH BANK RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 4
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMMONWEALTH BANK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 4
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COMMONWEALTH BANK RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 3
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: COMMONWEALTH BANK RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COMMONWEALTH BANK RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	4
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMMONWEALTH BANK RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	4
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMMONWEALTH BANK RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	4
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMMONWEALTH BANK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	4
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COMMONWEALTH BANK RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	3
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMONWEALTH BANK RETIREMENT PLAN

Measure	Date	Value
2015 : COMMONWEALTH BANK RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-01	$0
Total plan liabilities at end of year	2015-09-01	$0
Total plan liabilities at beginning of year	2015-09-01	$0
Total income from all sources	2015-09-01	$5,824
Expenses. Total of all expenses incurred	2015-09-01	$625,836
Benefits paid (including direct rollovers)	2015-09-01	$625,511
Total plan assets at end of year	2015-09-01	$0
Total plan assets at beginning of year	2015-09-01	$620,012
Value of fidelity bond covering the plan	2015-09-01	$75,000
Total contributions received or receivable from participants	2015-09-01	$0
Expenses. Other expenses not covered elsewhere	2015-09-01	$0
Contributions received from other sources (not participants or employers)	2015-09-01	$0
Other income received	2015-09-01	$1,674
Noncash contributions received	2015-09-01	$0
Net income (gross income less expenses)	2015-09-01	$-620,012
Net plan assets at end of year (total assets less liabilities)	2015-09-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-09-01	$620,012
Assets. Value of participant loans	2015-09-01	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-09-01	$0
Total contributions received or receivable from employer(s)	2015-09-01	$4,150
Value of certain deemed distributions of participant loans	2015-09-01	$0
Value of corrective distributions	2015-09-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-01	$325
2014 : COMMONWEALTH BANK RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$46,533
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$620,012
Total plan assets at beginning of year	2014-12-31	$573,479
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$37,201
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$46,533
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$620,012
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$573,479
Assets. Value of participant loans	2014-12-31	$22,333
Total contributions received or receivable from employer(s)	2014-12-31	$9,332
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : COMMONWEALTH BANK RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$107,183
Expenses. Total of all expenses incurred	2013-12-31	$26,310
Benefits paid (including direct rollovers)	2013-12-31	$26,235
Total plan assets at end of year	2013-12-31	$573,479
Total plan assets at beginning of year	2013-12-31	$492,606
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$287
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$96,508
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$80,873
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$573,479
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$492,606
Assets. Value of participant loans	2013-12-31	$46,413
Total contributions received or receivable from employer(s)	2013-12-31	$10,388
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$75
2012 : COMMONWEALTH BANK RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$68,028
Expenses. Total of all expenses incurred	2012-12-31	$53,414
Benefits paid (including direct rollovers)	2012-12-31	$53,339
Total plan assets at end of year	2012-12-31	$492,606
Total plan assets at beginning of year	2012-12-31	$477,992
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$670
Other income received	2012-12-31	$48,706
Net income (gross income less expenses)	2012-12-31	$14,614
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$492,606
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$477,992
Assets. Value of participant loans	2012-12-31	$65,201
Total contributions received or receivable from employer(s)	2012-12-31	$18,652
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : COMMONWEALTH BANK RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$18,902
Expenses. Total of all expenses incurred	2011-12-31	$41,525
Benefits paid (including direct rollovers)	2011-12-31	$41,000
Total plan assets at end of year	2011-12-31	$477,992
Total plan assets at beginning of year	2011-12-31	$500,615
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$7,956
Other income received	2011-12-31	$-7,687
Net income (gross income less expenses)	2011-12-31	$-22,623
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$477,992
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$500,615
Assets. Value of participant loans	2011-12-31	$83,203
Total contributions received or receivable from employer(s)	2011-12-31	$18,633
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : COMMONWEALTH BANK RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$95,405
Expenses. Total of all expenses incurred	2010-12-31	$31,001
Benefits paid (including direct rollovers)	2010-12-31	$31,000
Total plan assets at end of year	2010-12-31	$500,615
Total plan assets at beginning of year	2010-12-31	$436,211
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$7,554
Other income received	2010-12-31	$66,645
Net income (gross income less expenses)	2010-12-31	$64,404
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$500,615
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$436,211
Total contributions received or receivable from employer(s)	2010-12-31	$21,206
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : COMMONWEALTH BANK RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COMMONWEALTH BANK RETIREMENT PLAN

2015: COMMONWEALTH BANK RETIREMENT PLAN 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	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: COMMONWEALTH BANK RETIREMENT PLAN 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: COMMONWEALTH BANK RETIREMENT PLAN 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: COMMONWEALTH BANK RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMMONWEALTH BANK RETIREMENT PLAN 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: COMMONWEALTH BANK RETIREMENT PLAN 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COMMONWEALTH BANK F.S.B
Employer identification number (EIN):	610587130
NAIC Classification:	522120
NAIC Description:	Savings Institutions