STOCK EXCHANGE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE STOCK EXCHANGE BANK 401(K) PLAN TR.
401k plan membership statisitcs for THE STOCK EXCHANGE BANK 401(K) PLAN TR.
Measure | Date | Value |
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2023: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 14 |
Number of participants with account balances | 2023-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 14 |
Number of participants with account balances | 2022-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 15 |
Number of participants with account balances | 2021-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 14 |
Number of participants with account balances | 2019-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 13 |
Number of participants with account balances | 2018-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 14 |
Number of participants with account balances | 2017-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 13 |
Number of participants with account balances | 2016-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 13 |
Number of participants with account balances | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 12 |
Number of participants with account balances | 2014-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 13 |
Number of participants with account balances | 2013-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 10 |
2009: THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 10 |
Measure | Date | Value |
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2023 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $157,886 |
Expenses. Total of all expenses incurred | 2023-12-31 | $261,463 |
Benefits paid (including direct rollovers) | 2023-12-31 | $254,706 |
Total plan assets at end of year | 2023-12-31 | $1,020,314 |
Total plan assets at beginning of year | 2023-12-31 | $1,123,891 |
Value of fidelity bond covering the plan | 2023-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2023-12-31 | $40,531 |
Other income received | 2023-12-31 | $74,245 |
Net income (gross income less expenses) | 2023-12-31 | $-103,577 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,020,314 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,123,891 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $43,110 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $6,757 |
2022 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $57,163 |
Expenses. Total of all expenses incurred | 2022-12-31 | $96,127 |
Benefits paid (including direct rollovers) | 2022-12-31 | $89,476 |
Total plan assets at end of year | 2022-12-31 | $1,123,891 |
Total plan assets at beginning of year | 2022-12-31 | $1,162,855 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2022-12-31 | $47,721 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $6,651 |
Other income received | 2022-12-31 | $-32,851 |
Net income (gross income less expenses) | 2022-12-31 | $-38,964 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,123,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,162,855 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $42,293 |
2021 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $176,179 |
Expenses. Total of all expenses incurred | 2021-12-31 | $6,322 |
Total plan assets at end of year | 2021-12-31 | $1,162,855 |
Total plan assets at beginning of year | 2021-12-31 | $992,998 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2021-12-31 | $46,481 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,322 |
Other income received | 2021-12-31 | $88,569 |
Net income (gross income less expenses) | 2021-12-31 | $169,857 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,162,855 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $992,998 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $41,129 |
2020 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $93,828 |
Expenses. Total of all expenses incurred | 2020-12-31 | $15,942 |
Benefits paid (including direct rollovers) | 2020-12-31 | $10,500 |
Total plan assets at end of year | 2020-12-31 | $992,998 |
Total plan assets at beginning of year | 2020-12-31 | $915,112 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2020-12-31 | $41,495 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $5,442 |
Other income received | 2020-12-31 | $12,818 |
Net income (gross income less expenses) | 2020-12-31 | $77,886 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $992,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $915,112 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $39,515 |
2019 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $231,119 |
Expenses. Total of all expenses incurred | 2019-12-31 | $506,632 |
Benefits paid (including direct rollovers) | 2019-12-31 | $500,314 |
Total plan assets at end of year | 2019-12-31 | $915,112 |
Total plan assets at beginning of year | 2019-12-31 | $1,190,625 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2019-12-31 | $40,040 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $6,318 |
Other income received | 2019-12-31 | $154,708 |
Net income (gross income less expenses) | 2019-12-31 | $-275,513 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $915,112 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,190,625 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $36,371 |
2018 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $61,689 |
Expenses. Total of all expenses incurred | 2018-12-31 | $107,614 |
Benefits paid (including direct rollovers) | 2018-12-31 | $102,273 |
Total plan assets at end of year | 2018-12-31 | $1,190,625 |
Total plan assets at beginning of year | 2018-12-31 | $1,236,550 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2018-12-31 | $46,552 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,341 |
Other income received | 2018-12-31 | $-22,451 |
Net income (gross income less expenses) | 2018-12-31 | $-45,925 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,190,625 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,236,550 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $37,588 |
2017 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $164,996 |
Expenses. Total of all expenses incurred | 2017-12-31 | $85,637 |
Benefits paid (including direct rollovers) | 2017-12-31 | $76,880 |
Total plan assets at end of year | 2017-12-31 | $1,236,550 |
Total plan assets at beginning of year | 2017-12-31 | $1,157,191 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2017-12-31 | $43,222 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $8,757 |
Other income received | 2017-12-31 | $86,577 |
Net income (gross income less expenses) | 2017-12-31 | $79,359 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,236,550 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,157,191 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $35,197 |
2016 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $189,702 |
Expenses. Total of all expenses incurred | 2016-12-31 | $249,188 |
Benefits paid (including direct rollovers) | 2016-12-31 | $242,002 |
Total plan assets at end of year | 2016-12-31 | $1,157,191 |
Total plan assets at beginning of year | 2016-12-31 | $1,216,677 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2016-12-31 | $52,713 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $7,186 |
Other income received | 2016-12-31 | $100,037 |
Net income (gross income less expenses) | 2016-12-31 | $-59,486 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,157,191 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,216,677 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $36,952 |
2015 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $79,405 |
Expenses. Total of all expenses incurred | 2015-12-31 | $49,168 |
Benefits paid (including direct rollovers) | 2015-12-31 | $42,250 |
Total plan assets at end of year | 2015-12-31 | $1,216,677 |
Total plan assets at beginning of year | 2015-12-31 | $1,186,440 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2015-12-31 | $55,341 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,918 |
Other income received | 2015-12-31 | $-11,812 |
Net income (gross income less expenses) | 2015-12-31 | $30,237 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,216,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,186,440 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $35,876 |
2014 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $133,708 |
Expenses. Total of all expenses incurred | 2014-12-31 | $63,769 |
Benefits paid (including direct rollovers) | 2014-12-31 | $57,089 |
Total plan assets at end of year | 2014-12-31 | $1,186,440 |
Total plan assets at beginning of year | 2014-12-31 | $1,116,501 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2014-12-31 | $50,207 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $6,680 |
Other income received | 2014-12-31 | $51,824 |
Net income (gross income less expenses) | 2014-12-31 | $69,939 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,186,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,116,501 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $31,677 |
2013 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $227,981 |
Expenses. Total of all expenses incurred | 2013-12-31 | $36,700 |
Benefits paid (including direct rollovers) | 2013-12-31 | $30,800 |
Total plan assets at end of year | 2013-12-31 | $1,116,501 |
Total plan assets at beginning of year | 2013-12-31 | $925,220 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2013-12-31 | $48,166 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,900 |
Other income received | 2013-12-31 | $149,931 |
Net income (gross income less expenses) | 2013-12-31 | $191,281 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,116,501 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $925,220 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $29,884 |
2012 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $152,587 |
Expenses. Total of all expenses incurred | 2012-12-31 | $13,495 |
Benefits paid (including direct rollovers) | 2012-12-31 | $8,280 |
Total plan assets at end of year | 2012-12-31 | $925,220 |
Total plan assets at beginning of year | 2012-12-31 | $786,128 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2012-12-31 | $45,694 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,215 |
Other income received | 2012-12-31 | $78,793 |
Net income (gross income less expenses) | 2012-12-31 | $139,092 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $925,220 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $786,128 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $28,100 |
2011 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $120,212 |
Expenses. Total of all expenses incurred | 2011-12-31 | $85,161 |
Benefits paid (including direct rollovers) | 2011-12-31 | $80,583 |
Total plan assets at end of year | 2011-12-31 | $786,128 |
Total plan assets at beginning of year | 2011-12-31 | $751,077 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2011-12-31 | $27,502 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,578 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $86,321 |
Other income received | 2011-12-31 | $-15,170 |
Net income (gross income less expenses) | 2011-12-31 | $35,051 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $786,128 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $751,077 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $21,559 |
2010 : THE STOCK EXCHANGE BANK 401(K) PLAN TR. 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $111,136 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15,048 |
Benefits paid (including direct rollovers) | 2010-12-31 | $10,425 |
Total plan assets at end of year | 2010-12-31 | $751,077 |
Total plan assets at beginning of year | 2010-12-31 | $654,989 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,675,000 |
Total contributions received or receivable from participants | 2010-12-31 | $26,673 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,623 |
Other income received | 2010-12-31 | $62,263 |
Net income (gross income less expenses) | 2010-12-31 | $96,088 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $751,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $654,989 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $22,200 |