401k Plan data: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK plan

SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 401k Plan overview

Plan Name	SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK
Plan identification number	001

SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HOMETOWN FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOMETOWN FINANCIAL GROUP, INC.

Employer identification number (EIN): 743073286

NAIC Classification: 522120
NAIC Description: Savings Institutions

Additional information about HOMETOWN FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division

Incorporation Date:

Company Identification Number: 000828371

More information about HOMETOWN FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-11-01 THOMAS FORESE JR
001 2013-11-01 THOMAS FORESE JR.
001 2012-11-01 THOMAS FORESE JR.
001 2011-11-01 THOMAS FORESE JR.
001 2010-11-01 THOMAS FORESE JR.
001 2009-11-01 THOMAS FORESE JR.
001 2008-11-01

Plan Statistics for SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK

401k plan membership statisitcs for SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK

Measure Date Value
2014: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year 2014-11-01 61
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 0
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year 2013-11-01 91
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 14
Number of retired or separated participants receiving benefits 2013-11-01 17
Number of other retired or separated participants entitled to future benefits 2013-11-01 30
Total of all active and inactive participants 2013-11-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year 2012-11-01 96
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 36
Number of retired or separated participants receiving benefits 2012-11-01 16
Number of other retired or separated participants entitled to future benefits 2012-11-01 39
Total of all active and inactive participants 2012-11-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year 2011-11-01 97
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 45
Number of retired or separated participants receiving benefits 2011-11-01 15
Number of other retired or separated participants entitled to future benefits 2011-11-01 36
Total of all active and inactive participants 2011-11-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year 2010-11-01 101
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 46
Number of retired or separated participants receiving benefits 2010-11-01 14
Number of other retired or separated participants entitled to future benefits 2010-11-01 37
Total of all active and inactive participants 2010-11-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year 2009-11-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 50
Number of retired or separated participants receiving benefits 2009-11-01 12
Number of other retired or separated participants entitled to future benefits 2009-11-01 39
Total of all active and inactive participants 2009-11-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2014: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year	2014-11-01	61
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	0
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year	2013-11-01	91
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	14
Number of retired or separated participants receiving benefits	2013-11-01	17
Number of other retired or separated participants entitled to future benefits	2013-11-01	30
Total of all active and inactive participants	2013-11-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year	2012-11-01	96
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	36
Number of retired or separated participants receiving benefits	2012-11-01	16
Number of other retired or separated participants entitled to future benefits	2012-11-01	39
Total of all active and inactive participants	2012-11-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year	2011-11-01	97
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	45
Number of retired or separated participants receiving benefits	2011-11-01	15
Number of other retired or separated participants entitled to future benefits	2011-11-01	36
Total of all active and inactive participants	2011-11-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2010 401k membership
Total participants, beginning-of-year	2010-11-01	101
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	46
Number of retired or separated participants receiving benefits	2010-11-01	14
Number of other retired or separated participants entitled to future benefits	2010-11-01	37
Total of all active and inactive participants	2010-11-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year	2009-11-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	50
Number of retired or separated participants receiving benefits	2009-11-01	12
Number of other retired or separated participants entitled to future benefits	2009-11-01	39
Total of all active and inactive participants	2009-11-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK

Measure	Date	Value
2015 : SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2015 401k financial data
Total income from all sources	2015-08-01	$553,346
Expenses. Total of all expenses incurred	2015-08-01	$4,158,009
Benefits paid (including direct rollovers)	2015-08-01	$4,158,009
Total plan assets at end of year	2015-08-01	$0
Total plan assets at beginning of year	2015-08-01	$3,604,663
Value of fidelity bond covering the plan	2015-08-01	$360,466
Net income (gross income less expenses)	2015-08-01	$-3,604,663
Net plan assets at end of year (total assets less liabilities)	2015-08-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-08-01	$3,604,663
Total contributions received or receivable from employer(s)	2015-08-01	$553,346
2014 : SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2014 401k financial data
Total income from all sources	2014-10-31	$85,383
Expenses. Total of all expenses incurred	2014-10-31	$2,220,523
Benefits paid (including direct rollovers)	2014-10-31	$2,220,523
Total plan assets at end of year	2014-10-31	$3,604,663
Total plan assets at beginning of year	2014-10-31	$5,739,803
Value of fidelity bond covering the plan	2014-10-31	$360,466
Other income received	2014-10-31	$85,383
Net income (gross income less expenses)	2014-10-31	$-2,135,140
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$3,604,663
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$5,739,803
2013 : SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2013 401k financial data
Total income from all sources	2013-10-31	$853,618
Expenses. Total of all expenses incurred	2013-10-31	$355,523
Benefits paid (including direct rollovers)	2013-10-31	$355,523
Total plan assets at end of year	2013-10-31	$5,739,803
Total plan assets at beginning of year	2013-10-31	$5,241,708
Value of fidelity bond covering the plan	2013-10-31	$500,000
Other income received	2013-10-31	$853,618
Net income (gross income less expenses)	2013-10-31	$498,095
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$5,739,803
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$5,241,708
2012 : SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2012 401k financial data
Total income from all sources	2012-10-31	$451,284
Expenses. Total of all expenses incurred	2012-10-31	$137,898
Benefits paid (including direct rollovers)	2012-10-31	$137,898
Total plan assets at end of year	2012-10-31	$5,241,708
Total plan assets at beginning of year	2012-10-31	$4,928,322
Value of fidelity bond covering the plan	2012-10-31	$500,000
Other income received	2012-10-31	$451,284
Net income (gross income less expenses)	2012-10-31	$313,386
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$5,241,708
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$4,928,322
2011 : SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2011 401k financial data
Total income from all sources	2011-10-31	$197,709
Expenses. Total of all expenses incurred	2011-10-31	$658,285
Benefits paid (including direct rollovers)	2011-10-31	$658,285
Total plan assets at end of year	2011-10-31	$4,928,322
Total plan assets at beginning of year	2011-10-31	$5,388,898
Value of fidelity bond covering the plan	2011-10-31	$500,000
Other income received	2011-10-31	$197,709
Net income (gross income less expenses)	2011-10-31	$-460,576
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$4,928,322
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$5,388,898
Total contributions received or receivable from employer(s)	2011-10-31	$0

Form 5500 Responses for SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK

2014: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	Yes
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: SBERA PENSION PLAN AS ADOPTED BY RANDOLPH SAVINGS BANK 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	HOMETOWN FINANCIAL GROUP, INC.
Employer identification number (EIN):	743073286
NAIC Classification:	522120
NAIC Description:	Savings Institutions

Jurisdiction of Incorporation:	Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number:	000828371

Plan id#	Filing Submission Date	Name of Administrator
001	2014-11-01	THOMAS FORESE JR
001	2013-11-01	THOMAS FORESE JR.
001	2012-11-01	THOMAS FORESE JR.
001	2011-11-01	THOMAS FORESE JR.
001	2010-11-01	THOMAS FORESE JR.
001	2009-11-01	THOMAS FORESE JR.
001	2008-11-01