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BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

BANK OF BROOKHAVEN has sponsored the creation of one or more 401k plans.

Company Name:BANK OF BROOKHAVEN
Employer identification number (EIN):640918029
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP 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
0022018-01-01BILL SONES BILL SONES2019-06-05
0022017-01-01WILLIAM D SONES WILLIAM D SONES2018-10-10
0022016-01-01WILLIAM D. SONES WILLIAM D. SONES2017-07-31
0022015-01-01WILLIAM D SONES WILLIAM D SONES2016-10-17
0022014-01-01WILLIAM D SONES WILLIAM D SONES2015-10-08

Plan Statistics for BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129
Total number of active participants reported on line 7a of the Form 55002022-01-0129
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0130
Number of participants with account balances2022-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0128
Number of participants with account balances2021-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0137
Number of participants with account balances2020-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0134
Number of participants with account balances2019-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0132
Total number of active participants reported on line 7a of the Form 55002018-01-0127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0133
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0132
Total number of active participants reported on line 7a of the Form 55002017-01-0128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0132
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0131
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-12-31$45,790
Expenses. Total of all expenses incurred2022-12-31$1,133
Benefits paid (including direct rollovers)2022-12-31$1,133
Total plan assets at end of year2022-12-31$168,647
Total plan assets at beginning of year2022-12-31$123,990
Value of fidelity bond covering the plan2022-12-31$300,000
Other income received2022-12-31$790
Net income (gross income less expenses)2022-12-31$44,657
Net plan assets at end of year (total assets less liabilities)2022-12-31$168,647
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$123,990
Assets. Value of employer securities2022-12-31$108,997
Total contributions received or receivable from employer(s)2022-12-31$45,000
2021 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-12-31$42,240
Expenses. Total of all expenses incurred2021-12-31$14,540
Benefits paid (including direct rollovers)2021-12-31$14,540
Total plan assets at end of year2021-12-31$123,990
Total plan assets at beginning of year2021-12-31$96,290
Value of fidelity bond covering the plan2021-12-31$300,000
Other income received2021-12-31$12,240
Net income (gross income less expenses)2021-12-31$27,700
Net plan assets at end of year (total assets less liabilities)2021-12-31$123,990
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$96,290
Assets. Value of employer securities2021-12-31$111,820
Total contributions received or receivable from employer(s)2021-12-31$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources2020-12-31$21,923
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$96,290
Total plan assets at beginning of year2020-12-31$74,367
Value of fidelity bond covering the plan2020-12-31$300,000
Other income received2020-12-31$1,923
Net income (gross income less expenses)2020-12-31$21,923
Net plan assets at end of year (total assets less liabilities)2020-12-31$96,290
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$74,367
Assets. Value of employer securities2020-12-31$85,296
Total contributions received or receivable from employer(s)2020-12-31$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-12-31$22,313
Expenses. Total of all expenses incurred2019-12-31$339
Benefits paid (including direct rollovers)2019-12-31$339
Total plan assets at end of year2019-12-31$74,367
Total plan assets at beginning of year2019-12-31$52,393
Value of fidelity bond covering the plan2019-12-31$300,000
Other income received2019-12-31$2,313
Net income (gross income less expenses)2019-12-31$21,974
Net plan assets at end of year (total assets less liabilities)2019-12-31$74,367
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$52,393
Assets. Value of employer securities2019-12-31$59,085
Total contributions received or receivable from employer(s)2019-12-31$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources2018-12-31$10,618
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$52,393
Total plan assets at beginning of year2018-12-31$41,775
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$618
Net income (gross income less expenses)2018-12-31$10,618
Net plan assets at end of year (total assets less liabilities)2018-12-31$52,393
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$41,775
Assets. Value of employer securities2018-12-31$47,038
Total contributions received or receivable from employer(s)2018-12-31$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-12-31$12,000
Expenses. Total of all expenses incurred2017-12-31$225
Benefits paid (including direct rollovers)2017-12-31$225
Total plan assets at end of year2017-12-31$41,775
Total plan assets at beginning of year2017-12-31$30,000
Value of fidelity bond covering the plan2017-12-31$30,000
Other income received2017-12-31$2,000
Net income (gross income less expenses)2017-12-31$11,775
Net plan assets at end of year (total assets less liabilities)2017-12-31$41,775
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$30,000
Assets. Value of employer securities2017-12-31$33,000
Total contributions received or receivable from employer(s)2017-12-31$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$10,000
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$30,000
Total plan assets at beginning of year2016-12-31$20,000
Value of fidelity bond covering the plan2016-12-31$30,000
Net income (gross income less expenses)2016-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$30,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,000
Total contributions received or receivable from employer(s)2016-12-31$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$10,000
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$20,000
Total plan assets at beginning of year2015-12-31$10,000
Net income (gross income less expenses)2015-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,000
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$10,000
Total contributions received or receivable from employer(s)2015-12-31$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$10,000
Total plan assets at end of year2014-12-31$10,000
Total plan assets at beginning of year2014-12-31$0
Net income (gross income less expenses)2014-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$10,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN

2022: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BANK OF BROOKHAVEN EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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