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

Plan NameSBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK
Plan identification number 001

SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

GREENFIELD SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name:GREENFIELD SAVINGS BANK
Employer identification number (EIN):810669576
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about GREENFIELD SAVINGS BANK

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 000897148

More information about GREENFIELD SAVINGS BANK

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01THOMAS FORESE, JR.
0012016-11-01THOMAS FORESE, JR.2018-05-29
0012015-11-01THOMAS FORESE JR.
0012014-11-01THOMAS FORESE JR.
0012014-11-01THOMAS FORESE JR.
0012013-11-01THOMAS FORESE JR.
0012012-11-01THOMAS FORESE JR.
0012011-11-01THOMAS FORESE JR.
0012009-11-01THOMAS FORESE JR.

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

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

Measure Date Value
2022: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2022 401k membership
Market value of plan assets2022-10-3117,841,186
Acturial value of plan assets2022-10-3117,841,186
Funding target for retired participants and beneficiaries receiving payment2022-10-311,241,285
Number of terminated vested participants2022-10-3159
Fundng target for terminated vested participants2022-10-311,678,717
Active participant vested funding target2022-10-315,705,270
Number of active participants2022-10-31131
Total funding liabilities for active participants2022-10-315,907,422
Total participant count2022-10-31207
Total funding target for all participants2022-10-318,827,424
Balance at beginning of prior year after applicable adjustments2022-10-310
Prefunding balance at beginning of prior year after applicable adjustments2022-10-310
Amount remaining of carryover balance2022-10-310
Amount remaining of prefunding balance2022-10-310
Present value of excess contributions2022-10-314,221,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-10-314,456,877
Balance of carryovers at beginning of current year2022-10-310
Balance of prefunding at beginning of current year2022-10-310
Total employer contributions2022-10-311,000,000
Total employee contributions2022-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-10-310
Contributions made to avoid restrictions adjusted to valuation date2022-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-10-31989,573
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-10-310
Remaining amount of unpaid minimum required contributions2022-10-310
Minimum required contributions for current year target normal cost2022-10-31568,355
Total funding amount beforereflecting carryover/prefunding balances2022-10-310
Additional cash requirement2022-10-310
Contributions allocatedtoward minimum required contributions for current year2022-10-31989,573
Unpaid minimum required contributions for current year2022-10-310
Unpaid minimum required contributions for all years2022-10-310
2021: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2021 401k membership
Total participants, beginning-of-year2021-11-01207
Total number of active participants reported on line 7a of the Form 55002021-11-01136
Number of retired or separated participants receiving benefits2021-11-0121
Number of other retired or separated participants entitled to future benefits2021-11-0158
Total of all active and inactive participants2021-11-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-011
Total participants2021-11-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-017
Market value of plan assets2021-10-3112,732,155
Acturial value of plan assets2021-10-3112,732,155
Funding target for retired participants and beneficiaries receiving payment2021-10-311,155,241
Number of terminated vested participants2021-10-3163
Fundng target for terminated vested participants2021-10-311,634,339
Active participant vested funding target2021-10-315,887,804
Number of active participants2021-10-31128
Total funding liabilities for active participants2021-10-316,034,224
Total participant count2021-10-31208
Total funding target for all participants2021-10-318,823,804
Balance at beginning of prior year after applicable adjustments2021-10-310
Prefunding balance at beginning of prior year after applicable adjustments2021-10-310
Amount remaining of carryover balance2021-10-310
Amount remaining of prefunding balance2021-10-310
Present value of excess contributions2021-10-312,351,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-312,486,170
Balance of carryovers at beginning of current year2021-10-310
Balance of prefunding at beginning of current year2021-10-310
Total employer contributions2021-10-314,400,000
Total employee contributions2021-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-10-314,221,727
Remaining amount of unpaid minimum required contributions2021-10-310
Minimum required contributions for current year target normal cost2021-10-31535,321
Total funding amount beforereflecting carryover/prefunding balances2021-10-310
Additional cash requirement2021-10-310
Contributions allocatedtoward minimum required contributions for current year2021-10-314,221,727
Unpaid minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for all years2021-10-310
2020: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2020 401k membership
Total participants, beginning-of-year2020-11-01208
Total number of active participants reported on line 7a of the Form 55002020-11-01126
Number of retired or separated participants receiving benefits2020-11-0116
Number of other retired or separated participants entitled to future benefits2020-11-0159
Total of all active and inactive participants2020-11-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-011
Total participants2020-11-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-0114
Market value of plan assets2020-10-3110,594,340
Acturial value of plan assets2020-10-3110,594,340
Funding target for retired participants and beneficiaries receiving payment2020-10-311,063,592
Number of terminated vested participants2020-10-3157
Fundng target for terminated vested participants2020-10-31877,282
Active participant vested funding target2020-10-315,824,686
Number of active participants2020-10-31136
Total funding liabilities for active participants2020-10-316,150,269
Total participant count2020-10-31208
Total funding target for all participants2020-10-318,091,143
Balance at beginning of prior year after applicable adjustments2020-10-310
Prefunding balance at beginning of prior year after applicable adjustments2020-10-310
Amount remaining of carryover balance2020-10-310
Amount remaining of prefunding balance2020-10-310
Present value of excess contributions2020-10-31611,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-31647,212
Balance of carryovers at beginning of current year2020-10-310
Balance of prefunding at beginning of current year2020-10-310
Total employer contributions2020-10-312,500,000
Total employee contributions2020-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-312,351,656
Remaining amount of unpaid minimum required contributions2020-10-310
Minimum required contributions for current year target normal cost2020-10-31475,865
Total funding amount beforereflecting carryover/prefunding balances2020-10-310
Additional cash requirement2020-10-310
Contributions allocatedtoward minimum required contributions for current year2020-10-312,351,656
Unpaid minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for all years2020-10-310
2019: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2019 401k membership
Total participants, beginning-of-year2019-11-01208
Total number of active participants reported on line 7a of the Form 55002019-11-01128
Number of retired or separated participants receiving benefits2019-11-0117
Number of other retired or separated participants entitled to future benefits2019-11-0162
Total of all active and inactive participants2019-11-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-011
Total participants2019-11-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-019
Market value of plan assets2019-10-319,236,819
Acturial value of plan assets2019-10-319,236,819
Funding target for retired participants and beneficiaries receiving payment2019-10-311,048,417
Number of terminated vested participants2019-10-3149
Fundng target for terminated vested participants2019-10-31890,425
Active participant vested funding target2019-10-315,092,145
Number of active participants2019-10-31128
Total funding liabilities for active participants2019-10-315,340,439
Total participant count2019-10-31191
Total funding target for all participants2019-10-317,279,281
Balance at beginning of prior year after applicable adjustments2019-10-310
Prefunding balance at beginning of prior year after applicable adjustments2019-10-310
Amount remaining of carryover balance2019-10-310
Amount remaining of prefunding balance2019-10-310
Present value of excess contributions2019-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-310
Balance of carryovers at beginning of current year2019-10-310
Balance of prefunding at beginning of current year2019-10-310
Total employer contributions2019-10-31655,000
Total employee contributions2019-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-310
Contributions made to avoid restrictions adjusted to valuation date2019-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-31611,096
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-310
Remaining amount of unpaid minimum required contributions2019-10-310
Minimum required contributions for current year target normal cost2019-10-31385,864
Total funding amount beforereflecting carryover/prefunding balances2019-10-310
Additional cash requirement2019-10-310
Contributions allocatedtoward minimum required contributions for current year2019-10-31611,096
Unpaid minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for all years2019-10-310
2018: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2018 401k membership
Total participants, beginning-of-year2018-11-01191
Total number of active participants reported on line 7a of the Form 55002018-11-01135
Number of retired or separated participants receiving benefits2018-11-0113
Number of other retired or separated participants entitled to future benefits2018-11-0157
Total of all active and inactive participants2018-11-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-012
Total participants2018-11-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-015
Market value of plan assets2018-10-318,250,900
Acturial value of plan assets2018-10-318,250,900
Funding target for retired participants and beneficiaries receiving payment2018-10-31618,642
Number of terminated vested participants2018-10-3145
Fundng target for terminated vested participants2018-10-31709,943
Active participant vested funding target2018-10-315,472,095
Number of active participants2018-10-31124
Total funding liabilities for active participants2018-10-315,740,438
Total participant count2018-10-31182
Total funding target for all participants2018-10-317,069,023
Balance at beginning of prior year after applicable adjustments2018-10-310
Prefunding balance at beginning of prior year after applicable adjustments2018-10-310
Amount remaining of carryover balance2018-10-310
Amount remaining of prefunding balance2018-10-310
Present value of excess contributions2018-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-310
Balance of carryovers at beginning of current year2018-10-310
Balance of prefunding at beginning of current year2018-10-310
Total employer contributions2018-10-311,027,172
Total employee contributions2018-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-10-310
Contributions made to avoid restrictions adjusted to valuation date2018-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-10-31979,864
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-10-310
Remaining amount of unpaid minimum required contributions2018-10-310
Minimum required contributions for current year target normal cost2018-10-31386,081
Total funding amount beforereflecting carryover/prefunding balances2018-10-310
Additional cash requirement2018-10-310
Contributions allocatedtoward minimum required contributions for current year2018-10-31979,864
Unpaid minimum required contributions for current year2018-10-310
Unpaid minimum required contributions for all years2018-10-310
2017: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2017 401k membership
Total participants, beginning-of-year2017-11-01183
Total number of active participants reported on line 7a of the Form 55002017-11-01128
Number of retired or separated participants receiving benefits2017-11-0114
Number of other retired or separated participants entitled to future benefits2017-11-0149
Total of all active and inactive participants2017-11-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-015
Market value of plan assets2017-10-318,045,498
Acturial value of plan assets2017-10-318,045,498
Funding target for retired participants and beneficiaries receiving payment2017-10-31596,521
Number of terminated vested participants2017-10-3148
Fundng target for terminated vested participants2017-10-311,001,844
Active participant vested funding target2017-10-315,054,115
Number of active participants2017-10-31116
Total funding liabilities for active participants2017-10-315,256,165
Total participant count2017-10-31177
Total funding target for all participants2017-10-316,854,530
Balance at beginning of prior year after applicable adjustments2017-10-310
Prefunding balance at beginning of prior year after applicable adjustments2017-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-10-310
Prefunding balanced used to offset prior years funding requirement2017-10-310
Amount remaining of carryover balance2017-10-310
Amount remaining of prefunding balance2017-10-310
Present value of excess contributions2017-10-311,145,969
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-311,217,707
Balance of carryovers at beginning of current year2017-10-310
Balance of prefunding at beginning of current year2017-10-310
Total employer contributions2017-10-310
Total employee contributions2017-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-10-310
Contributions made to avoid restrictions adjusted to valuation date2017-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-10-310
Remaining amount of unpaid minimum required contributions2017-10-310
Minimum required contributions for current year target normal cost2017-10-31395,049
Total funding amount beforereflecting carryover/prefunding balances2017-10-310
Additional cash requirement2017-10-310
Contributions allocatedtoward minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for all years2017-10-310
2016: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2016 401k membership
Total participants, beginning-of-year2016-11-01177
Total number of active participants reported on line 7a of the Form 55002016-11-01124
Number of retired or separated participants receiving benefits2016-11-0113
Number of other retired or separated participants entitled to future benefits2016-11-0146
Total of all active and inactive participants2016-11-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-015
2015: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2015 401k membership
Total participants, beginning-of-year2015-11-01220
Total number of active participants reported on line 7a of the Form 55002015-11-01116
Number of retired or separated participants receiving benefits2015-11-0113
Number of other retired or separated participants entitled to future benefits2015-11-0148
Total of all active and inactive participants2015-11-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-015
2014: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2014 401k membership
Total participants, beginning-of-year2014-11-01168
Total number of active participants reported on line 7a of the Form 55002014-11-01111
Number of retired or separated participants receiving benefits2014-11-0116
Number of other retired or separated participants entitled to future benefits2014-11-0193
Total of all active and inactive participants2014-11-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2013 401k membership
Total participants, beginning-of-year2013-11-01169
Total number of active participants reported on line 7a of the Form 55002013-11-01112
Number of retired or separated participants receiving benefits2013-11-0111
Number of other retired or separated participants entitled to future benefits2013-11-0145
Total of all active and inactive participants2013-11-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-017
2012: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2012 401k membership
Total participants, beginning-of-year2012-11-01164
Total number of active participants reported on line 7a of the Form 55002012-11-01114
Number of retired or separated participants receiving benefits2012-11-0111
Number of other retired or separated participants entitled to future benefits2012-11-0144
Total of all active and inactive participants2012-11-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-018
2011: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2011 401k membership
Total participants, beginning-of-year2011-11-01157
Total number of active participants reported on line 7a of the Form 55002011-11-01113
Number of retired or separated participants receiving benefits2011-11-016
Number of other retired or separated participants entitled to future benefits2011-11-0145
Total of all active and inactive participants2011-11-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-013
2009: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2009 401k membership
Total participants, beginning-of-year2009-11-01145
Total number of active participants reported on line 7a of the Form 55002009-11-01112
Number of retired or separated participants receiving benefits2009-11-014
Number of other retired or separated participants entitled to future benefits2009-11-0137
Total of all active and inactive participants2009-11-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-013

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

Measure Date Value
2022 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-2,443,135
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$427,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$427,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,000,000
Value of total assets at end of year2022-10-31$15,020,950
Value of total assets at beginning of year2022-10-31$17,891,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$0
Total interest from all sources2022-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-2,870,198
Value of net assets at end of year (total assets less liabilities)2022-10-31$15,020,950
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$17,891,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in common/collective trusts at end of year2022-10-31$15,020,950
Value of interest in common/collective trusts at beginning of year2022-10-31$14,891,148
Net investment gain or loss from common/collective trusts2022-10-31$-3,443,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$1,000,000
Employer contributions (assets) at beginning of year2022-10-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$427,063
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2022-10-31203985546
2021 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$0
Total income from all sources (including contributions)2021-10-31$7,282,236
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$2,169,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$2,169,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$4,400,000
Value of total assets at end of year2021-10-31$17,891,148
Value of total assets at beginning of year2021-10-31$12,777,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$0
Total interest from all sources2021-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$5,113,169
Value of net assets at end of year (total assets less liabilities)2021-10-31$17,891,148
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$12,777,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in common/collective trusts at end of year2021-10-31$14,891,148
Value of interest in common/collective trusts at beginning of year2021-10-31$10,777,979
Net investment gain or loss from common/collective trusts2021-10-31$2,882,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$4,400,000
Employer contributions (assets) at end of year2021-10-31$3,000,000
Employer contributions (assets) at beginning of year2021-10-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$2,169,067
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2021-10-31203985546
2020 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$2,832,498
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$663,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$663,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$2,500,000
Value of total assets at end of year2020-10-31$12,777,979
Value of total assets at beginning of year2020-10-31$10,608,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$0
Total interest from all sources2020-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$2,169,365
Value of net assets at end of year (total assets less liabilities)2020-10-31$12,777,979
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$10,608,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in common/collective trusts at end of year2020-10-31$10,777,979
Value of interest in common/collective trusts at beginning of year2020-10-31$9,953,614
Net investment gain or loss from common/collective trusts2020-10-31$332,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$2,500,000
Employer contributions (assets) at end of year2020-10-31$2,000,000
Employer contributions (assets) at beginning of year2020-10-31$655,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$663,133
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2020-10-31203985546
2019 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$1,583,164
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$255,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$255,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$655,000
Value of total assets at end of year2019-10-31$10,608,614
Value of total assets at beginning of year2019-10-31$9,280,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$0
Total interest from all sources2019-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$1,327,640
Value of net assets at end of year (total assets less liabilities)2019-10-31$10,608,614
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$9,280,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in common/collective trusts at end of year2019-10-31$9,953,614
Value of interest in common/collective trusts at beginning of year2019-10-31$8,760,974
Net investment gain or loss from common/collective trusts2019-10-31$928,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$655,000
Employer contributions (assets) at end of year2019-10-31$655,000
Employer contributions (assets) at beginning of year2019-10-31$520,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$255,524
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2019-10-31203985546
2018 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$1,044,110
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$105,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$105,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$1,027,172
Value of total assets at end of year2018-10-31$9,280,974
Value of total assets at beginning of year2018-10-31$8,342,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$0
Total interest from all sources2018-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$938,520
Value of net assets at end of year (total assets less liabilities)2018-10-31$9,280,974
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$8,342,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in common/collective trusts at end of year2018-10-31$8,760,974
Value of interest in common/collective trusts at beginning of year2018-10-31$8,342,454
Net investment gain or loss from common/collective trusts2018-10-31$16,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$1,027,172
Employer contributions (assets) at end of year2018-10-31$520,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$105,590
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2018-10-31203985546
2017 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$1,126,588
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$859,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$859,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$0
Value of total assets at end of year2017-10-31$8,342,454
Value of total assets at beginning of year2017-10-31$8,075,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$0
Total interest from all sources2017-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$266,759
Value of net assets at end of year (total assets less liabilities)2017-10-31$8,342,454
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$8,075,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in common/collective trusts at end of year2017-10-31$8,342,454
Value of interest in common/collective trusts at beginning of year2017-10-31$6,840,695
Net investment gain or loss from common/collective trusts2017-10-31$1,126,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Employer contributions (assets) at beginning of year2017-10-31$1,235,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$859,829
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2017-10-31203985546
2016 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$1,512,214
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$130,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$130,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$1,235,000
Value of total assets at end of year2016-10-31$8,075,695
Value of total assets at beginning of year2016-10-31$6,694,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$0
Total interest from all sources2016-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$1,381,493
Value of net assets at end of year (total assets less liabilities)2016-10-31$8,075,695
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$6,694,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in common/collective trusts at end of year2016-10-31$6,840,695
Value of interest in common/collective trusts at beginning of year2016-10-31$5,581,202
Net investment gain or loss from common/collective trusts2016-10-31$277,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$1,235,000
Employer contributions (assets) at end of year2016-10-31$1,235,000
Employer contributions (assets) at beginning of year2016-10-31$1,113,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$130,721
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2016-10-31203985546
2015 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$1,100,796
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$2,236,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$2,236,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$1,113,000
Value of total assets at end of year2015-10-31$6,694,202
Value of total assets at beginning of year2015-10-31$7,830,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$0
Total interest from all sources2015-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-1,136,030
Value of net assets at end of year (total assets less liabilities)2015-10-31$6,694,202
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$7,830,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in common/collective trusts at end of year2015-10-31$5,581,202
Value of interest in common/collective trusts at beginning of year2015-10-31$7,330,232
Net investment gain or loss from common/collective trusts2015-10-31$-12,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$1,113,000
Employer contributions (assets) at end of year2015-10-31$1,113,000
Employer contributions (assets) at beginning of year2015-10-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$2,236,826
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2015-10-31203985546
2014 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$903,329
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$312,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$312,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$500,000
Value of total assets at end of year2014-10-31$7,830,232
Value of total assets at beginning of year2014-10-31$7,239,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$0
Total interest from all sources2014-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$590,462
Value of net assets at end of year (total assets less liabilities)2014-10-31$7,830,232
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$7,239,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in common/collective trusts at end of year2014-10-31$7,330,232
Value of interest in common/collective trusts at beginning of year2014-10-31$7,239,770
Net investment gain or loss from common/collective trusts2014-10-31$403,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$500,000
Employer contributions (assets) at end of year2014-10-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$312,867
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31JOHNSON OCONNOR FERON & CARUCCI LLP
Accountancy firm EIN2014-10-31203985546
2013 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$1,150,221
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$1,099,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$1,099,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$0
Value of total assets at end of year2013-10-31$7,239,770
Value of total assets at beginning of year2013-10-31$7,188,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$0
Total interest from all sources2013-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$50,965
Value of net assets at end of year (total assets less liabilities)2013-10-31$7,239,770
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$7,188,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in common/collective trusts at end of year2013-10-31$7,239,770
Value of interest in common/collective trusts at beginning of year2013-10-31$6,663,805
Net investment gain or loss from common/collective trusts2013-10-31$1,150,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Employer contributions (assets) at beginning of year2013-10-31$525,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$1,099,256
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31MARCUM LLP
Accountancy firm EIN2013-10-31111986323
2012 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$1,083,029
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$156,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$156,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$525,000
Value of total assets at end of year2012-10-31$7,188,805
Value of total assets at beginning of year2012-10-31$6,262,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$0
Total interest from all sources2012-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$926,182
Value of net assets at end of year (total assets less liabilities)2012-10-31$7,188,805
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$6,262,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in common/collective trusts at end of year2012-10-31$6,663,805
Value of interest in common/collective trusts at beginning of year2012-10-31$5,805,502
Net investment gain or loss from common/collective trusts2012-10-31$558,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$525,000
Employer contributions (assets) at end of year2012-10-31$525,000
Employer contributions (assets) at beginning of year2012-10-31$457,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$156,847
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31MARCUM LLP
Accountancy firm EIN2012-10-31111986323
2011 : SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$1,066,895
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$414,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$414,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$883,736
Value of total assets at end of year2011-10-31$6,262,623
Value of total assets at beginning of year2011-10-31$5,609,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$0
Total interest from all sources2011-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$652,723
Value of net assets at end of year (total assets less liabilities)2011-10-31$6,262,623
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$5,609,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in common/collective trusts at end of year2011-10-31$5,805,502
Value of interest in common/collective trusts at beginning of year2011-10-31$5,609,900
Net investment gain or loss from common/collective trusts2011-10-31$183,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$883,736
Employer contributions (assets) at end of year2011-10-31$457,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$414,172
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
Accountancy firm name2011-10-31PARENT, MCLAUGHLIN & NANGLE, INC.
Accountancy firm EIN2011-10-31042603383

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

2021: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedYes
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedYes
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: SBERA PENSION PLAN AS ADOPTED BY GREENFIELD SAVINGS BANK 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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