SUGAR RIVER BANK has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: SUGAR RIVER BANK PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 12,499,525 |
| Acturial value of plan assets | 2022-12-31 | 12,538,329 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 5,181,444 |
| Number of terminated vested participants | 2022-12-31 | 9 |
| Fundng target for terminated vested participants | 2022-12-31 | 155,326 |
| Active participant vested funding target | 2022-12-31 | 2,112,794 |
| Number of active participants | 2022-12-31 | 27 |
| Total funding liabilities for active participants | 2022-12-31 | 2,234,854 |
| Total participant count | 2022-12-31 | 66 |
| Total funding target for all participants | 2022-12-31 | 7,571,624 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 4,832,612 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 4,832,612 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 4,709,380 |
| Total employer contributions | 2022-12-31 | 0 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 38,000 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
| Total of all active and inactive participants | 2022-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SUGAR RIVER BANK PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 13,345,884 |
| Acturial value of plan assets | 2021-12-31 | 12,235,698 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 4,914,503 |
| Number of terminated vested participants | 2021-12-31 | 7 |
| Fundng target for terminated vested participants | 2021-12-31 | 96,045 |
| Active participant vested funding target | 2021-12-31 | 2,433,474 |
| Number of active participants | 2021-12-31 | 34 |
| Total funding liabilities for active participants | 2021-12-31 | 2,433,474 |
| Total participant count | 2021-12-31 | 67 |
| Total funding target for all participants | 2021-12-31 | 7,444,022 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 4,274,378 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 4,274,378 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 4,832,612 |
| Total employer contributions | 2021-12-31 | 0 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 66 |
| 2020: SUGAR RIVER BANK PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 12,555,441 |
| Acturial value of plan assets | 2020-12-31 | 12,406,809 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 4,941,537 |
| Number of terminated vested participants | 2020-12-31 | 4 |
| Fundng target for terminated vested participants | 2020-12-31 | 58,983 |
| Active participant vested funding target | 2020-12-31 | 2,792,296 |
| Number of active participants | 2020-12-31 | 39 |
| Total funding liabilities for active participants | 2020-12-31 | 2,792,296 |
| Total participant count | 2020-12-31 | 77 |
| Total funding target for all participants | 2020-12-31 | 7,792,816 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 3,746,497 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 3,746,497 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 4,274,378 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 67 |
| 2019: SUGAR RIVER BANK PENSION PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 11,411,190 |
| Acturial value of plan assets | 2019-12-31 | 12,009,011 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 4,751,933 |
| Number of terminated vested participants | 2019-12-31 | 2 |
| Fundng target for terminated vested participants | 2019-12-31 | 33,374 |
| Active participant vested funding target | 2019-12-31 | 2,873,722 |
| Number of active participants | 2019-12-31 | 43 |
| Total funding liabilities for active participants | 2019-12-31 | 2,873,722 |
| Total participant count | 2019-12-31 | 77 |
| Total funding target for all participants | 2019-12-31 | 7,659,029 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 3,957,428 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 3,957,428 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 3,746,497 |
| Total employer contributions | 2019-12-31 | 0 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 77 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SUGAR RIVER BANK PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 12,628,476 |
| Acturial value of plan assets | 2018-12-31 | 11,959,747 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 4,728,838 |
| Number of terminated vested participants | 2018-12-31 | 6 |
| Fundng target for terminated vested participants | 2018-12-31 | 108,978 |
| Active participant vested funding target | 2018-12-31 | 2,757,152 |
| Number of active participants | 2018-12-31 | 45 |
| Total funding liabilities for active participants | 2018-12-31 | 2,757,152 |
| Total participant count | 2018-12-31 | 81 |
| Total funding target for all participants | 2018-12-31 | 7,594,968 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 3,432,586 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 3,432,586 |
| Present value of excess contributions | 2018-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 3,957,428 |
| Total employer contributions | 2018-12-31 | 0 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 77 |
| 2017: SUGAR RIVER BANK PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 11,366,598 |
| Acturial value of plan assets | 2017-12-31 | 11,617,254 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 4,665,700 |
| Number of terminated vested participants | 2017-12-31 | 7 |
| Fundng target for terminated vested participants | 2017-12-31 | 97,700 |
| Active participant vested funding target | 2017-12-31 | 2,418,829 |
| Number of active participants | 2017-12-31 | 48 |
| Total funding liabilities for active participants | 2017-12-31 | 2,572,657 |
| Total participant count | 2017-12-31 | 86 |
| Total funding target for all participants | 2017-12-31 | 7,336,057 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 3,163,489 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 3,163,489 |
| Present value of excess contributions | 2017-12-31 | 43,422 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 46,071 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 46,071 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 3,432,586 |
| Total employer contributions | 2017-12-31 | 0 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
| Total of all active and inactive participants | 2017-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: SUGAR RIVER BANK PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 10,975,614 |
| Acturial value of plan assets | 2016-12-31 | 11,572,892 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 3,910,373 |
| Number of terminated vested participants | 2016-12-31 | 4 |
| Fundng target for terminated vested participants | 2016-12-31 | 60,810 |
| Active participant vested funding target | 2016-12-31 | 2,859,717 |
| Number of active participants | 2016-12-31 | 54 |
| Total funding liabilities for active participants | 2016-12-31 | 3,021,082 |
| Total participant count | 2016-12-31 | 87 |
| Total funding target for all participants | 2016-12-31 | 6,992,265 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,980,881 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 2,980,881 |
| Present value of excess contributions | 2016-12-31 | 187,524 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 199,301 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 199,301 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 3,163,489 |
| Total employer contributions | 2016-12-31 | 43,669 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 43,422 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 43,422 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SUGAR RIVER BANK PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 27 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: SUGAR RIVER BANK PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 105 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: SUGAR RIVER BANK PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 71 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
| Total of all active and inactive participants | 2013-01-01 | 103 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: SUGAR RIVER BANK PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
| Total of all active and inactive participants | 2012-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 109 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: SUGAR RIVER BANK PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
| Total of all active and inactive participants | 2011-01-01 | 103 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 106 |
| Number of participants with account balances | 2011-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: SUGAR RIVER BANK PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 102 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2022 : SUGAR RIVER BANK PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-2,518,013 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $568,846 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $498,234 |
| Total plan assets at end of year | 2022-12-31 | $9,412,666 |
| Total plan assets at beginning of year | 2022-12-31 | $12,499,525 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $70,612 |
| Other income received | 2022-12-31 | $-2,518,013 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,086,859 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,412,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,499,525 |
| 2021 : SUGAR RIVER BANK PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-293,795 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $552,564 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $473,452 |
| Total plan assets at end of year | 2021-12-31 | $12,499,525 |
| Total plan assets at beginning of year | 2021-12-31 | $13,345,884 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
| Other income received | 2021-12-31 | $-293,795 |
| Net income (gross income less expenses) | 2021-12-31 | $-846,359 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,499,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,345,884 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $79,112 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SUGAR RIVER BANK PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,665,944 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $875,501 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $816,389 |
| Total plan assets at end of year | 2020-12-31 | $13,345,884 |
| Total plan assets at beginning of year | 2020-12-31 | $12,555,441 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
| Other income received | 2020-12-31 | $1,665,944 |
| Net income (gross income less expenses) | 2020-12-31 | $790,443 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $13,345,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,555,441 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $59,112 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SUGAR RIVER BANK PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,577,384 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $433,133 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $433,133 |
| Total plan assets at end of year | 2019-12-31 | $12,555,441 |
| Total plan assets at beginning of year | 2019-12-31 | $11,411,190 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
| Other income received | 2019-12-31 | $1,577,384 |
| Net income (gross income less expenses) | 2019-12-31 | $1,144,251 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,555,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,411,190 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SUGAR RIVER BANK PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-598,136 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $619,150 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $551,084 |
| Total plan assets at end of year | 2018-12-31 | $11,411,190 |
| Total plan assets at beginning of year | 2018-12-31 | $12,628,476 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
| Other income received | 2018-12-31 | $-598,136 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,217,286 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $11,411,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,628,476 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $68,066 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SUGAR RIVER BANK PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,761,837 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $499,959 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $442,192 |
| Total plan assets at end of year | 2017-12-31 | $12,628,476 |
| Total plan assets at beginning of year | 2017-12-31 | $11,366,598 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000,000 |
| Other income received | 2017-12-31 | $1,761,837 |
| Net income (gross income less expenses) | 2017-12-31 | $1,261,878 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,628,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,366,598 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $57,767 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SUGAR RIVER BANK PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $874,930 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $468,278 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $414,564 |
| Total plan assets at end of year | 2016-12-31 | $11,366,598 |
| Total plan assets at beginning of year | 2016-12-31 | $10,959,946 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $53,714 |
| Other income received | 2016-12-31 | $831,261 |
| Net income (gross income less expenses) | 2016-12-31 | $406,652 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,366,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,959,946 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $43,669 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SUGAR RIVER BANK PENSION PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $60,015 |
| Total plan liabilities at beginning of year | 2015-12-31 | $1,112 |
| Total income from all sources | 2015-12-31 | $105,787 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $859,340 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $806,489 |
| Total plan assets at end of year | 2015-12-31 | $10,959,946 |
| Total plan assets at beginning of year | 2015-12-31 | $11,654,596 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $52,851 |
| Other income received | 2015-12-31 | $-17,215 |
| Net income (gross income less expenses) | 2015-12-31 | $-753,553 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,959,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,653,484 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $123,002 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SUGAR RIVER BANK PENSION PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $1,112 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $2,097,603 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $350,511 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $300,934 |
| Total plan assets at end of year | 2014-12-31 | $11,654,596 |
| Total plan assets at beginning of year | 2014-12-31 | $9,906,392 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
| Other income received | 2014-12-31 | $657,603 |
| Net income (gross income less expenses) | 2014-12-31 | $1,747,092 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,653,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,906,392 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,440,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $49,577 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SUGAR RIVER BANK PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,913,041 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $305,919 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $261,930 |
| Total plan assets at end of year | 2013-12-31 | $9,906,392 |
| Total plan assets at beginning of year | 2013-12-31 | $8,299,270 |
| Value of fidelity bond covering the plan | 2013-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $43,989 |
| Other income received | 2013-12-31 | $1,363,041 |
| Net income (gross income less expenses) | 2013-12-31 | $1,607,122 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,906,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,299,270 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $550,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SUGAR RIVER BANK PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,337,698 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $292,084 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $251,619 |
| Total plan assets at end of year | 2012-12-31 | $8,299,270 |
| Total plan assets at beginning of year | 2012-12-31 | $7,253,656 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $40,465 |
| Other income received | 2012-12-31 | $787,698 |
| Net income (gross income less expenses) | 2012-12-31 | $1,045,614 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,299,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,253,656 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $550,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SUGAR RIVER BANK PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,461,833 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $277,924 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $243,028 |
| Total plan assets at end of year | 2011-12-31 | $7,253,656 |
| Total plan assets at beginning of year | 2011-12-31 | $6,069,747 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $34,896 |
| Other income received | 2011-12-31 | $9,181 |
| Net income (gross income less expenses) | 2011-12-31 | $1,183,909 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,253,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,069,747 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $1,452,652 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SUGAR RIVER BANK PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $814,219 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $31,371 |
| Total plan assets at end of year | 2010-12-31 | $6,069,747 |
| Total plan assets at beginning of year | 2010-12-31 | $5,286,899 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
| Other income received | 2010-12-31 | $654,219 |
| Net income (gross income less expenses) | 2010-12-31 | $782,848 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,069,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,286,899 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $160,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $31,371 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SUGAR RIVER BANK PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
