401k Plan data: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN plan

STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	004

STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STATE-INVESTORS BANK has sponsored the creation of one or more 401k plans.

Company Name: STATE-INVESTORS BANK

Employer identification number (EIN): 720318090

NAIC Classification: 522220
NAIC Description: Sales Financing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2014-01-01 ANTHONY SCIORTINO DANIEL M. MCGOWAN 2015-08-17
004 2013-01-01 ANTHONY SCIORTINO DANIEL M. MCGOWAN 2014-10-09
004 2012-01-01 ANTHONY SCIORTINO DANIEL M. MCGOWAN 2013-10-07
004 2011-01-01 DANIEL M. MCGOWAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2014-01-01	ANTHONY SCIORTINO	DANIEL M. MCGOWAN	2015-08-17
004	2013-01-01	ANTHONY SCIORTINO	DANIEL M. MCGOWAN	2014-10-09
004	2012-01-01	ANTHONY SCIORTINO	DANIEL M. MCGOWAN	2013-10-07
004	2011-01-01	DANIEL M. MCGOWAN

Plan Statistics for STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
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 5
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
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 3
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
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 2
Total of all active and inactive participants 2012-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 31
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
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 0
Total of all active and inactive participants 2011-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 28
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
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	5
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
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	3
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
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	2
Total of all active and inactive participants	2012-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	31
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
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	0
Total of all active and inactive participants	2011-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	28
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2014 : STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$2,020,010
Total plan liabilities at beginning of year	2014-12-31	$2,111,156
Total income from all sources	2014-12-31	$1,409,473
Expenses. Total of all expenses incurred	2014-12-31	$72,480
Benefits paid (including direct rollovers)	2014-12-31	$4,971
Total plan assets at end of year	2014-12-31	$4,816,385
Total plan assets at beginning of year	2014-12-31	$3,570,538
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$67,509
Other income received	2014-12-31	$1,250,818
Net income (gross income less expenses)	2014-12-31	$1,336,993
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,796,375
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,459,382
Assets. Value of employer securities	2014-12-31	$4,816,385
Total contributions received or receivable from employer(s)	2014-12-31	$158,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2,111,156
Total plan liabilities at beginning of year	2013-12-31	$2,199,399
Total income from all sources	2013-12-31	$449,605
Expenses. Total of all expenses incurred	2013-12-31	$70,412
Total plan assets at end of year	2013-12-31	$3,570,538
Total plan assets at beginning of year	2013-12-31	$3,279,588
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$70,412
Other income received	2013-12-31	$290,950
Net income (gross income less expenses)	2013-12-31	$379,193
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,459,382
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,080,189
Assets. Value of employer securities	2013-12-31	$3,570,538
Total contributions received or receivable from employer(s)	2013-12-31	$158,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$2,199,399
Total plan liabilities at beginning of year	2012-12-31	$2,284,831
Total income from all sources	2012-12-31	$896,504
Expenses. Total of all expenses incurred	2012-12-31	$73,223
Total plan assets at end of year	2012-12-31	$3,279,588
Total plan assets at beginning of year	2012-12-31	$2,541,739
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$73,223
Other income received	2012-12-31	$737,849
Net income (gross income less expenses)	2012-12-31	$823,281
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,080,189
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$256,908
Assets. Value of employer securities	2012-12-31	$3,279,588
Total contributions received or receivable from employer(s)	2012-12-31	$158,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,284,831
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$293,466
Expenses. Total of all expenses incurred	2011-12-31	$36,558
Total plan assets at end of year	2011-12-31	$2,541,739
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$36,558
Other income received	2011-12-31	$214,139
Net income (gross income less expenses)	2011-12-31	$256,908
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$256,908
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$2,541,739
Total contributions received or receivable from employer(s)	2011-12-31	$79,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP PLAN

2014: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP 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: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP 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: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STATE-INVESTORS BANK EMPLOYEE STOCK OWNERSHIP 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

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Company Name:	STATE-INVESTORS BANK
Employer identification number (EIN):	720318090
NAIC Classification:	522220
NAIC Description:	Sales Financing