401k Plan data: COVENANT BANK 401(K) P/S PLAN plan

COVENANT BANK 401(K) P/S PLAN 401k Plan overview

Plan Name	COVENANT BANK 401(K) P/S PLAN
Plan identification number	001

COVENANT BANK 401(K) P/S PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MILESTONE BANK

Employer identification number (EIN): 205970605

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about MILESTONE BANK

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 3705494

More information about MILESTONE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COVENANT BANK 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 VICKI BURGOS
001 2016-01-01 VICKI BURGOS VICKI BURGOS 2017-06-29
001 2015-01-01 VICKI BURGOS VICKI BURGOS 2016-05-26
001 2014-01-01 VICKI BURGOS VICKI BURGOS 2015-06-22
001 2013-01-01 ELIJIAH GRAY ELIJIAH GRAY 2014-09-24
001 2012-01-01 ELIJIAH GRAY ELIJIAH GRAY 2013-05-12
001 2011-01-01 ELIJIAH GRAY ELIJIAH GRAY 2012-05-31
001 2010-01-01 ELIJIAH GRAY 2011-03-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	VICKI BURGOS
001	2016-01-01	VICKI BURGOS		VICKI BURGOS	2017-06-29
001	2015-01-01	VICKI BURGOS		VICKI BURGOS	2016-05-26
001	2014-01-01	VICKI BURGOS		VICKI BURGOS	2015-06-22
001	2013-01-01	ELIJIAH GRAY		ELIJIAH GRAY	2014-09-24
001	2012-01-01	ELIJIAH GRAY		ELIJIAH GRAY	2013-05-12
001	2011-01-01	ELIJIAH GRAY		ELIJIAH GRAY	2012-05-31
001	2010-01-01	ELIJIAH GRAY	2011-03-08

Plan Statistics for COVENANT BANK 401(K) P/S PLAN

401k plan membership statisitcs for COVENANT BANK 401(K) P/S PLAN

Measure Date Value
2018: COVENANT BANK 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 50
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 59
Number of participants with account balances 2018-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: COVENANT BANK 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 59
Number of participants with account balances 2017-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: COVENANT BANK 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 52
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 58
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: COVENANT BANK 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 40
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 50
Number of participants with account balances 2015-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COVENANT BANK 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 37
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: COVENANT BANK 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 36
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: COVENANT BANK 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 30
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: COVENANT BANK 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2018: COVENANT BANK 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	50
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	59
Number of participants with account balances	2018-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: COVENANT BANK 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	59
Number of participants with account balances	2017-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: COVENANT BANK 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	52
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	58
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: COVENANT BANK 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	40
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	50
Number of participants with account balances	2015-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COVENANT BANK 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	37
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: COVENANT BANK 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	36
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: COVENANT BANK 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	30
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: COVENANT BANK 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on COVENANT BANK 401(K) P/S PLAN

Measure	Date	Value
2018 : COVENANT BANK 401(K) P/S PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$264,102
Expenses. Total of all expenses incurred	2018-12-31	$76,327
Benefits paid (including direct rollovers)	2018-12-31	$76,101
Total plan assets at end of year	2018-12-31	$1,713,279
Total plan assets at beginning of year	2018-12-31	$1,525,504
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$255,918
Contributions received from other sources (not participants or employers)	2018-12-31	$51,104
Other income received	2018-12-31	$-120,091
Net income (gross income less expenses)	2018-12-31	$187,775
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,713,279
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,525,504
Assets. Value of participant loans	2018-12-31	$50,978
Assets. Value of employer securities	2018-12-31	$237,897
Total contributions received or receivable from employer(s)	2018-12-31	$77,171
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : COVENANT BANK 401(K) P/S PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$570,785
Expenses. Total of all expenses incurred	2017-12-31	$58,644
Benefits paid (including direct rollovers)	2017-12-31	$54,804
Total plan assets at end of year	2017-12-31	$1,525,504
Total plan assets at beginning of year	2017-12-31	$1,013,363
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$233,766
Contributions received from other sources (not participants or employers)	2017-12-31	$114,020
Other income received	2017-12-31	$149,951
Net income (gross income less expenses)	2017-12-31	$512,141
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,525,504
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,013,363
Assets. Value of participant loans	2017-12-31	$9,524
Assets. Value of employer securities	2017-12-31	$241,900
Total contributions received or receivable from employer(s)	2017-12-31	$73,048
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,840
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : COVENANT BANK 401(K) P/S PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$376,381
Expenses. Total of all expenses incurred	2016-12-31	$249,624
Benefits paid (including direct rollovers)	2016-12-31	$217,549
Total plan assets at end of year	2016-12-31	$1,013,363
Total plan assets at beginning of year	2016-12-31	$886,606
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$179,695
Contributions received from other sources (not participants or employers)	2016-12-31	$58,502
Other income received	2016-12-31	$73,011
Net income (gross income less expenses)	2016-12-31	$126,757
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,013,363
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$886,606
Assets. Value of participant loans	2016-12-31	$9,116
Assets. Value of employer securities	2016-12-31	$224,286
Total contributions received or receivable from employer(s)	2016-12-31	$65,173
Value of certain deemed distributions of participant loans	2016-12-31	$25,863
Value of corrective distributions	2016-12-31	$2,649
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,563
2015 : COVENANT BANK 401(K) P/S PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total income from all sources	2015-12-31	$166,117
Expenses. Total of all expenses incurred	2015-12-31	$114,227
Benefits paid (including direct rollovers)	2015-12-31	$102,992
Total plan assets at end of year	2015-12-31	$886,606
Total plan assets at beginning of year	2015-12-31	$834,716
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$114,834
Contributions received from other sources (not participants or employers)	2015-12-31	$32,321
Other income received	2015-12-31	$-19,141
Net income (gross income less expenses)	2015-12-31	$51,890
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$886,606
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$834,716
Assets. Value of participant loans	2015-12-31	$38,005
Assets. Value of employer securities	2015-12-31	$329,858
Total contributions received or receivable from employer(s)	2015-12-31	$38,103
Value of corrective distributions	2015-12-31	$8,483
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COVENANT BANK 401(K) P/S PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$122,761
Expenses. Total of all expenses incurred	2014-12-31	$98,470
Benefits paid (including direct rollovers)	2014-12-31	$95,628
Total plan assets at end of year	2014-12-31	$834,716
Total plan assets at beginning of year	2014-12-31	$810,425
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$158,693
Other income received	2014-12-31	$-37,296
Noncash contributions received	2014-12-31	$1,364
Net income (gross income less expenses)	2014-12-31	$24,291
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$834,716
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$810,425
Assets. Value of participant loans	2014-12-31	$26,542
Assets. Value of employer securities	2014-12-31	$344,799
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,842
2013 : COVENANT BANK 401(K) P/S PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$271,547
Expenses. Total of all expenses incurred	2013-12-31	$7,502
Benefits paid (including direct rollovers)	2013-12-31	$5,713
Total plan assets at end of year	2013-12-31	$810,425
Total plan assets at beginning of year	2013-12-31	$546,380
Value of fidelity bond covering the plan	2013-12-31	$500,000
Contributions received from other sources (not participants or employers)	2013-12-31	$64,829
Other income received	2013-12-31	$60,445
Net income (gross income less expenses)	2013-12-31	$264,045
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$810,425
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$546,380
Assets. Value of participant loans	2013-12-31	$31,200
Assets. Value of employer securities	2013-12-31	$298,120
Total contributions received or receivable from employer(s)	2013-12-31	$146,273
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,789
2012 : COVENANT BANK 401(K) P/S PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$209,546
Expenses. Total of all expenses incurred	2012-12-31	$39,167
Benefits paid (including direct rollovers)	2012-12-31	$37,725
Total plan assets at end of year	2012-12-31	$546,380
Total plan assets at beginning of year	2012-12-31	$376,001
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$92,825
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$12,071
Other income received	2012-12-31	$0
Noncash contributions received	2012-12-31	$70,176
Net income (gross income less expenses)	2012-12-31	$170,379
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$546,380
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$376,001
Assets. Value of participant loans	2012-12-31	$4,738
Assets. Value of employer securities	2012-12-31	$298,121
Total contributions received or receivable from employer(s)	2012-12-31	$34,474
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,392
2011 : COVENANT BANK 401(K) P/S PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$106,228
Expenses. Total of all expenses incurred	2011-12-31	$6,036
Benefits paid (including direct rollovers)	2011-12-31	$5,020
Total plan assets at end of year	2011-12-31	$376,001
Total plan assets at beginning of year	2011-12-31	$275,809
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$30,286
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Contributions received from other sources (not participants or employers)	2011-12-31	$5,098
Other income received	2011-12-31	$-6,228
Net income (gross income less expenses)	2011-12-31	$100,192
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$376,001
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$275,809
Assets. Value of employer securities	2011-12-31	$182,820
Total contributions received or receivable from employer(s)	2011-12-31	$77,072
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$966

Form 5500 Responses for COVENANT BANK 401(K) P/S PLAN

2018: COVENANT BANK 401(K) P/S PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COVENANT BANK 401(K) P/S PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COVENANT BANK 401(K) P/S PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COVENANT BANK 401(K) P/S PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COVENANT BANK 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COVENANT BANK 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COVENANT BANK 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COVENANT BANK 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

515-80322

Policy instance

Insurance contract or identification number	515-80322
Number of Individuals Covered	5
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $74
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $74
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

515-80322

Policy instance

Insurance contract or identification number	515-80322
Number of Individuals Covered	4
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	KESTRA INVESTMENT SERVICES

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Company Name:	MILESTONE BANK
Employer identification number (EIN):	205970605
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	3705494