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THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:THE BANK OF PRINCETON
Employer identification number (EIN):680645074
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01ANNA MARIA MILLER
0012017-01-01ANNA MARIA MILLER
0012016-01-01ADP RETIREMENT SERVICES COMPLIANCE
0012015-01-01ANNA MARIA MILLER
0012015-01-01
0012014-01-01PHIL TISUE
0012013-01-01PHIL TISUE
0012012-01-01PHIL TISUE2014-05-07
0012011-01-01ANNA MILLER2012-06-22
0012010-01-01MICHAEL SANWALD2011-07-26

Plan Statistics for THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01210
Total number of active participants reported on line 7a of the Form 55002022-01-01172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01212
Number of participants with account balances2022-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01208
Total number of active participants reported on line 7a of the Form 55002021-01-01174
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01206
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01205
Total number of active participants reported on line 7a of the Form 55002020-01-01174
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01207
Number of participants with account balances2020-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-01177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01202
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01194
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01171
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01183
Number of participants with account balances2017-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01170
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01170
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01168
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01141
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01160
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01141
Number of participants with account balances2013-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017

Financial Data on THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-235,959
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$293,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$288,458
Expenses. Certain deemed distributions of participant loans2022-12-31$426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,197,289
Value of total assets at end of year2022-12-31$8,235,527
Value of total assets at beginning of year2022-12-31$8,764,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,540
Total interest from all sources2022-12-31$9,287
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$191,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$191,809
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$965,353
Participant contributions at end of year2022-12-31$245,510
Participant contributions at beginning of year2022-12-31$136,026
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,309
Administrative expenses (other) incurred2022-12-31$4,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-529,383
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,235,527
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,764,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,990,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,628,884
Interest on participant loans2022-12-31$9,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,634,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$194,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$288,458
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COULTER & JUSTUS
Accountancy firm EIN2022-12-31621532536
2021 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$2,209,304
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$498,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$494,433
Expenses. Certain deemed distributions of participant loans2021-12-31$400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,233,080
Value of total assets at end of year2021-12-31$8,764,910
Value of total assets at beginning of year2021-12-31$7,054,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,125
Total interest from all sources2021-12-31$9,921
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$742,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$742,013
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$819,669
Participant contributions at end of year2021-12-31$136,026
Participant contributions at beginning of year2021-12-31$162,557
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$246,124
Administrative expenses (other) incurred2021-12-31$4,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,710,346
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,764,910
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,054,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,628,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,892,007
Interest on participant loans2021-12-31$9,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$224,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$167,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$494,433
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COULTER & JUSTUS
Accountancy firm EIN2021-12-31621532536
2020 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,888,518
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$327,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$297,805
Expenses. Certain deemed distributions of participant loans2020-12-31$5,925
Value of total corrective distributions2020-12-31$20,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$975,377
Value of total assets at end of year2020-12-31$7,054,564
Value of total assets at beginning of year2020-12-31$5,493,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,292
Total interest from all sources2020-12-31$10,119
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$313,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$313,845
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$750,739
Participant contributions at end of year2020-12-31$162,557
Participant contributions at beginning of year2020-12-31$134,956
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,168
Administrative expenses (other) incurred2020-12-31$3,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,561,470
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,054,564
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,493,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,892,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,358,138
Interest on participant loans2020-12-31$10,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$589,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$166,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$297,805
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS
Accountancy firm EIN2020-12-31621532536
2019 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,067,377
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$503,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$499,153
Expenses. Certain deemed distributions of participant loans2019-12-31$110
Value of total corrective distributions2019-12-31$202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,157,278
Value of total assets at end of year2019-12-31$5,493,094
Value of total assets at beginning of year2019-12-31$3,928,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,632
Total interest from all sources2019-12-31$7,033
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$226,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$226,710
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$393,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$752,877
Participant contributions at end of year2019-12-31$134,956
Participant contributions at beginning of year2019-12-31$108,140
Participant contributions at beginning of year2019-12-31$20,983
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$241,182
Administrative expenses (other) incurred2019-12-31$3,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,564,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,493,094
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,928,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,358,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,051,877
Interest on participant loans2019-12-31$7,033
Value of interest in common/collective trusts at beginning of year2019-12-31$742,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$552,601
Net investment gain or loss from common/collective trusts2019-12-31$123,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$163,219
Employer contributions (assets) at beginning of year2019-12-31$4,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$499,153
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COULTER & JUSTUS
Accountancy firm EIN2019-12-31621532536
2018 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$693,749
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$305,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$297,524
Expenses. Certain deemed distributions of participant loans2018-12-31$5,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$943,707
Value of total assets at end of year2018-12-31$3,928,814
Value of total assets at beginning of year2018-12-31$3,540,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,245
Total interest from all sources2018-12-31$6,334
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$217,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$217,149
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$355,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$666,247
Participant contributions at end of year2018-12-31$108,140
Participant contributions at beginning of year2018-12-31$114,857
Participant contributions at end of year2018-12-31$20,983
Participant contributions at beginning of year2018-12-31$19,679
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$127,824
Administrative expenses (other) incurred2018-12-31$2,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$388,725
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,928,814
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,540,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,051,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,673,390
Interest on participant loans2018-12-31$6,334
Value of interest in common/collective trusts at end of year2018-12-31$742,882
Value of interest in common/collective trusts at beginning of year2018-12-31$727,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-412,621
Net investment gain or loss from common/collective trusts2018-12-31$-60,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$149,636
Employer contributions (assets) at end of year2018-12-31$4,932
Employer contributions (assets) at beginning of year2018-12-31$4,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$297,524
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COULTER & JUSTUS
Accountancy firm EIN2018-12-31621532536
2017 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,146,643
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$78,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$76,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$711,764
Value of total assets at end of year2017-12-31$3,540,089
Value of total assets at beginning of year2017-12-31$2,471,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,725
Total interest from all sources2017-12-31$6,304
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$101,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$101,170
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$248,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$531,841
Participant contributions at end of year2017-12-31$114,857
Participant contributions at beginning of year2017-12-31$116,562
Participant contributions at end of year2017-12-31$19,679
Participant contributions at beginning of year2017-12-31$18,385
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,880
Administrative expenses (other) incurred2017-12-31$1,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,068,274
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,540,089
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,471,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,673,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,861,034
Interest on participant loans2017-12-31$6,304
Value of interest in common/collective trusts at end of year2017-12-31$727,885
Value of interest in common/collective trusts at beginning of year2017-12-31$471,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$233,436
Net investment gain or loss from common/collective trusts2017-12-31$93,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$115,043
Employer contributions (assets) at end of year2017-12-31$4,278
Employer contributions (assets) at beginning of year2017-12-31$4,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$76,644
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$749,986
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$133,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$131,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$583,076
Value of total assets at end of year2016-12-31$2,471,815
Value of total assets at beginning of year2016-12-31$1,855,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,875
Total interest from all sources2016-12-31$4,506
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$41,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$41,659
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$186,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$466,465
Participant contributions at end of year2016-12-31$116,562
Participant contributions at beginning of year2016-12-31$87,256
Participant contributions at end of year2016-12-31$18,385
Participant contributions at beginning of year2016-12-31$14,495
Administrative expenses (other) incurred2016-12-31$1,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$616,576
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,471,815
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,855,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,861,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,326,427
Interest on participant loans2016-12-31$4,506
Value of interest in common/collective trusts at end of year2016-12-31$471,256
Value of interest in common/collective trusts at beginning of year2016-12-31$422,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$66,055
Net investment gain or loss from common/collective trusts2016-12-31$54,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$116,611
Employer contributions (assets) at end of year2016-12-31$4,578
Employer contributions (assets) at beginning of year2016-12-31$4,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$131,535
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,228,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$870,137
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$262,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$260,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$869,416
Value of total assets at end of year2015-12-31$1,836,773
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,875
Total interest from all sources2015-12-31$2,557
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$60,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$60,328
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$123,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$383,067
Participant contributions at end of year2015-12-31$87,256
Participant contributions at beginning of year2015-12-31$27,441
Participant contributions at end of year2015-12-31$14,495
Participant contributions at beginning of year2015-12-31$11,824
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$31,404
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$383,719
Administrative expenses (other) incurred2015-12-31$1,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$607,897
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,836,773
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,326,427
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,196,261
Interest on participant loans2015-12-31$2,557
Value of interest in common/collective trusts at end of year2015-12-31$423,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-60,519
Net investment gain/loss from pooled separate accounts2015-12-31$-26,238
Net investment gain or loss from common/collective trusts2015-12-31$-1,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$102,630
Employer contributions (assets) at end of year2015-12-31$4,148
Employer contributions (assets) at beginning of year2015-12-31$6,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$260,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$458,135
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$582,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$570,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$386,557
Value of total assets at end of year2014-12-31$1,273,088
Value of total assets at beginning of year2014-12-31$1,397,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,163
Total interest from all sources2014-12-31$2,194
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$296,474
Participant contributions at end of year2014-12-31$27,441
Participant contributions at beginning of year2014-12-31$36,233
Participant contributions at end of year2014-12-31$11,824
Participant contributions at beginning of year2014-12-31$20,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-124,023
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,273,088
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,397,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,196,261
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,310,336
Interest on participant loans2014-12-31$1,361
Interest earned on other investments2014-12-31$833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,102
Net investment gain/loss from pooled separate accounts2014-12-31$69,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$90,083
Employer contributions (assets) at end of year2014-12-31$6,158
Employer contributions (assets) at beginning of year2014-12-31$1,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$570,995
Contract administrator fees2014-12-31$11,163
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$873,138
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$40,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$32,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$714,033
Value of total assets at end of year2013-12-31$1,397,111
Value of total assets at beginning of year2013-12-31$564,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,521
Total interest from all sources2013-12-31$2,818
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$85,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$629,656
Participant contributions at end of year2013-12-31$36,233
Participant contributions at beginning of year2013-12-31$36,965
Participant contributions at end of year2013-12-31$20,677
Participant contributions at beginning of year2013-12-31$9,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$832,929
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,397,111
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$564,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,310,336
Value of interest in pooled separate accounts at beginning of year2013-12-31$467,335
Interest on participant loans2013-12-31$1,223
Interest earned on other investments2013-12-31$1,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$44,652
Net investment gain/loss from pooled separate accounts2013-12-31$156,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$84,377
Employer contributions (assets) at end of year2013-12-31$1,763
Employer contributions (assets) at beginning of year2013-12-31$5,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,688
Contract administrator fees2013-12-31$7,521
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536

Form 5500 Responses for THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN

2022: THE BANK OF PRINCETON 401(K) PROFIT SHARING 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: THE BANK OF PRINCETON 401(K) PROFIT SHARING 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: THE BANK OF PRINCETON 401(K) PROFIT SHARING 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: THE BANK OF PRINCETON 401(K) PROFIT SHARING 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: THE BANK OF PRINCETON 401(K) PROFIT SHARING 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: THE BANK OF PRINCETON 401(K) PROFIT SHARING 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: THE BANK OF PRINCETON 401(K) PROFIT SHARING 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: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BANK OF PRINCETON 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-673
Policy instance 1
Insurance contract or identification number931061-673
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $403
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $403
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-673
Policy instance 1
Insurance contract or identification number931061-673
Number of Individuals Covered160
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,743
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,743
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-673
Policy instance 1
Insurance contract or identification number931061-673
Number of Individuals Covered141
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,395
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,395
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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