MARATHON SAVINGS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARATHON SAVINGS BANK 401(K) PLAN
Measure | Date | Value |
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2019: MARATHON SAVINGS BANK 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 49 |
Number of participants with account balances | 2019-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MARATHON SAVINGS BANK 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 46 |
Number of participants with account balances | 2018-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2012: MARATHON SAVINGS BANK 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 42 |
Total participants | 2012-01-01 | 42 |
Number of participants with account balances | 2012-01-01 | 42 |
2011: MARATHON SAVINGS BANK 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 42 |
Total participants | 2011-01-01 | 42 |
Number of participants with account balances | 2011-01-01 | 39 |
Measure | Date | Value |
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2019 : MARATHON SAVINGS BANK 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $725,431 |
Expenses. Total of all expenses incurred | 2019-12-31 | $146,097 |
Benefits paid (including direct rollovers) | 2019-12-31 | $119,315 |
Total plan assets at end of year | 2019-12-31 | $2,785,382 |
Total plan assets at beginning of year | 2019-12-31 | $2,206,048 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,800,000 |
Total contributions received or receivable from participants | 2019-12-31 | $154,086 |
Other income received | 2019-12-31 | $455,579 |
Net income (gross income less expenses) | 2019-12-31 | $579,334 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,785,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,206,048 |
Assets. Value of participant loans | 2019-12-31 | $33,144 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $115,766 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $26,782 |
2018 : MARATHON SAVINGS BANK 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $71,230 |
Expenses. Total of all expenses incurred | 2018-12-31 | $212,179 |
Benefits paid (including direct rollovers) | 2018-12-31 | $205,450 |
Total plan assets at end of year | 2018-12-31 | $2,206,048 |
Total plan assets at beginning of year | 2018-12-31 | $2,346,997 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,800,000 |
Total contributions received or receivable from participants | 2018-12-31 | $132,936 |
Other income received | 2018-12-31 | $-169,846 |
Net income (gross income less expenses) | 2018-12-31 | $-140,949 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,206,048 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,346,997 |
Assets. Value of participant loans | 2018-12-31 | $41,738 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $108,140 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,729 |
2012 : MARATHON SAVINGS BANK 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $419,543 |
Expenses. Total of all expenses incurred | 2012-12-31 | $53,701 |
Benefits paid (including direct rollovers) | 2012-12-31 | $50,838 |
Total plan assets at end of year | 2012-12-31 | $1,489,018 |
Total plan assets at beginning of year | 2012-12-31 | $1,123,176 |
Value of fidelity bond covering the plan | 2012-12-31 | $2,800,000 |
Total contributions received or receivable from participants | 2012-12-31 | $98,810 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $47,167 |
Other income received | 2012-12-31 | $159,469 |
Net income (gross income less expenses) | 2012-12-31 | $365,842 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,489,018 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,123,176 |
Assets. Value of participant loans | 2012-12-31 | $8,793 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $114,097 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $2,443 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $420 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : MARATHON SAVINGS BANK 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $177,583 |
Expenses. Total of all expenses incurred | 2011-12-31 | $41,000 |
Benefits paid (including direct rollovers) | 2011-12-31 | $41,000 |
Total plan assets at end of year | 2011-12-31 | $1,118,939 |
Total plan assets at beginning of year | 2011-12-31 | $982,356 |
Value of fidelity bond covering the plan | 2011-12-31 | $2,800,000 |
Total contributions received or receivable from participants | 2011-12-31 | $92,994 |
Other income received | 2011-12-31 | $-32,957 |
Net income (gross income less expenses) | 2011-12-31 | $136,583 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,118,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $982,356 |
Assets. Value of participant loans | 2011-12-31 | $4,617 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $117,546 |
2019: MARATHON SAVINGS BANK 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MARATHON SAVINGS BANK 401(K) PLAN 2018 form 5500 responses |
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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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MARATHON SAVINGS BANK 401(K) PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MARATHON SAVINGS BANK 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100175 |
Policy instance | 1 |
Insurance contract or identification number | 100175 | Number of Individuals Covered | 44 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $12,156 | Total amount of fees paid to insurance company | USD $1,422 | Commission paid to Insurance Broker | USD $12,156 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1422 | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100175 |
Policy instance | 1 |
Insurance contract or identification number | 100175 | Number of Individuals Covered | 44 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $11,528 | Total amount of fees paid to insurance company | USD $1,636 | Commission paid to Insurance Broker | USD $11,528 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1636 | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100175 |
Policy instance | 1 |
Insurance contract or identification number | 100175 | Number of Individuals Covered | 43 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $5,932 | Total amount of fees paid to insurance company | USD $923 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,932 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 923 | Insurance broker name | E.R.I.S.A., INC. |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 100175 |
Policy instance | 1 |
Insurance contract or identification number | 100175 | Number of Individuals Covered | 39 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,342 | Total amount of fees paid to insurance company | USD $1,741 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | GUARANTEED INTEREST |
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