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Plan Name | OCEAN BANK 401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | OCEAN BANK |
Employer identification number (EIN): | 592237280 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about OCEAN BANK
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1982-11-12 |
Company Identification Number: | G08091 |
Legal Registered Office Address: |
2525 Ponce de Leon Blvd Coral Gables 33134 |
More information about OCEAN BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ASTRID I. COBALEDA | ASTRID I. COBALEDA | 2018-10-15 | |
001 | 2016-01-01 | ASTRID I. COBALEDA | ASTRID I. COBALEDA | 2017-08-22 | |
001 | 2015-01-01 | ASTRID I. COBALEDA | ASTRID I. COBALEDA | 2016-08-01 | |
001 | 2014-01-01 | ASTRID I. COBALEDA | ASTRID I. COBALEDA | 2015-08-06 | |
001 | 2013-01-01 | ASTRID COBALEDA | ASTRID COBALEDA | 2014-10-15 | |
001 | 2012-01-01 | ASTRID COBALEDA | ASTRID COBALEDA | 2014-10-15 | |
001 | 2011-01-01 | JEANELLE BOSCAN | |||
001 | 2010-01-01 | JEANELLE BOSCAN | |||
001 | 2009-01-01 | JEANELLE BOSCAN |
Measure | Date | Value |
---|---|---|
2022: OCEAN BANK 401(K) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 817 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 645 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 43 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 140 |
Total of all active and inactive participants | 2022-01-01 | 828 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 833 |
Number of participants with account balances | 2022-01-01 | 796 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 39 |
2021: OCEAN BANK 401(K) SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 805 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 632 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 176 |
Total of all active and inactive participants | 2021-01-01 | 812 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 817 |
Number of participants with account balances | 2021-01-01 | 786 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 43 |
2020: OCEAN BANK 401(K) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 802 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 642 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 157 |
Total of all active and inactive participants | 2020-01-01 | 801 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 805 |
Number of participants with account balances | 2020-01-01 | 776 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 39 |
2019: OCEAN BANK 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 856 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 644 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 151 |
Total of all active and inactive participants | 2019-01-01 | 798 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 802 |
Number of participants with account balances | 2019-01-01 | 760 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 46 |
2018: OCEAN BANK 401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 913 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 703 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 153 |
Total of all active and inactive participants | 2018-01-01 | 860 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 862 |
Number of participants with account balances | 2018-01-01 | 829 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 45 |
2017: OCEAN BANK 401(K) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 825 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 691 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 215 |
Total of all active and inactive participants | 2017-01-01 | 910 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 913 |
Number of participants with account balances | 2017-01-01 | 890 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 45 |
2016: OCEAN BANK 401(K) SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 836 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 676 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 144 |
Total of all active and inactive participants | 2016-01-01 | 823 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 825 |
Number of participants with account balances | 2016-01-01 | 797 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 25 |
2015: OCEAN BANK 401(K) SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 835 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 672 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 145 |
Total of all active and inactive participants | 2015-01-01 | 819 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 821 |
Number of participants with account balances | 2015-01-01 | 777 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 39 |
2014: OCEAN BANK 401(K) SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 836 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 674 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 149 |
Total of all active and inactive participants | 2014-01-01 | 826 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 827 |
Number of participants with account balances | 2014-01-01 | 791 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 33 |
2013: OCEAN BANK 401(K) SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 943 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 692 |
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 | 145 |
Total of all active and inactive participants | 2013-01-01 | 838 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 839 |
Number of participants with account balances | 2013-01-01 | 795 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 25 |
2012: OCEAN BANK 401(K) SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 901 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 681 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 228 |
Total of all active and inactive participants | 2012-01-01 | 909 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 911 |
Number of participants with account balances | 2012-01-01 | 866 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 11 |
2011: OCEAN BANK 401(K) SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 917 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 646 |
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 | 244 |
Total of all active and inactive participants | 2011-01-01 | 890 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 890 |
Number of participants with account balances | 2011-01-01 | 862 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 36 |
2010: OCEAN BANK 401(K) SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 982 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 634 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 255 |
Total of all active and inactive participants | 2010-01-01 | 889 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 889 |
Number of participants with account balances | 2010-01-01 | 886 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 54 |
2009: OCEAN BANK 401(K) SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,111 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 649 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 255 |
Total of all active and inactive participants | 2009-01-01 | 904 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 904 |
Number of participants with account balances | 2009-01-01 | 878 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 35 |
Measure | Date | Value |
---|---|---|
2022 : OCEAN BANK 401(K) SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,576,008 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,356,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,215,865 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,875,445 |
Value of total assets at end of year | 2022-12-31 | $88,508,806 |
Value of total assets at beginning of year | 2022-12-31 | $97,441,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $140,813 |
Total interest from all sources | 2022-12-31 | $105,605 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $218 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $218 |
Administrative expenses professional fees incurred | 2022-12-31 | $39,073 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,547,651 |
Participant contributions at end of year | 2022-12-31 | $2,864,420 |
Participant contributions at beginning of year | 2022-12-31 | $2,616,919 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,780,638 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,055,686 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $700,845 |
Other income not declared elsewhere | 2022-12-31 | $-322,665 |
Administrative expenses (other) incurred | 2022-12-31 | $73,774 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,932,686 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $88,508,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $97,441,492 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $27,966 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,164 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $32,581 |
Interest on participant loans | 2022-12-31 | $105,605 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $83,848,584 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $92,736,306 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $42 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-10,234,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,626,949 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,215,865 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CROWE LLP |
Accountancy firm EIN | 2022-12-31 | 350921680 |
2021 : OCEAN BANK 401(K) SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $16,530,034 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,703,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,600,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,633,218 |
Value of total assets at end of year | 2021-12-31 | $97,441,492 |
Value of total assets at beginning of year | 2021-12-31 | $84,615,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $103,334 |
Total interest from all sources | 2021-12-31 | $109,255 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $-35,170 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $-35,170 |
Administrative expenses professional fees incurred | 2021-12-31 | $4,947 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,108,165 |
Participant contributions at end of year | 2021-12-31 | $2,616,919 |
Participant contributions at beginning of year | 2021-12-31 | $2,645,044 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,055,686 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,011,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,032,734 |
Other income not declared elsewhere | 2021-12-31 | $281,983 |
Administrative expenses (other) incurred | 2021-12-31 | $71,091 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $12,826,199 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $97,441,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $84,615,293 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $27,296 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $32,581 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,626 |
Interest on participant loans | 2021-12-31 | $109,255 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $92,736,306 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $79,944,788 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $54,799 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $9,485,949 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,492,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,600,501 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CROWE LLP |
Accountancy firm EIN | 2021-12-31 | 350921680 |
2020 : OCEAN BANK 401(K) SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $11,720,428 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,570,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,463,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,759,487 |
Value of total assets at end of year | 2020-12-31 | $84,615,293 |
Value of total assets at beginning of year | 2020-12-31 | $79,465,829 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $107,459 |
Total interest from all sources | 2020-12-31 | $130,405 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $65 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $65 |
Administrative expenses professional fees incurred | 2020-12-31 | $18,200 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,932,373 |
Participant contributions at end of year | 2020-12-31 | $2,645,044 |
Participant contributions at beginning of year | 2020-12-31 | $2,993,602 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,011,835 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,769,781 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $394,340 |
Other income not declared elsewhere | 2020-12-31 | $154,265 |
Administrative expenses (other) incurred | 2020-12-31 | $74,259 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,149,464 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $84,615,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $79,465,829 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $15,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,584 |
Interest on participant loans | 2020-12-31 | $130,405 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $79,944,788 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $74,680,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-2 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $5,676,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,432,774 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,463,505 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CROWE LLP |
Accountancy firm EIN | 2020-12-31 | 350921680 |
2019 : OCEAN BANK 401(K) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $15,170,569 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,329,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,209,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,671,890 |
Value of total assets at end of year | 2019-12-31 | $79,465,829 |
Value of total assets at beginning of year | 2019-12-31 | $72,624,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $119,953 |
Total interest from all sources | 2019-12-31 | $140,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $347 |
Administrative expenses professional fees incurred | 2019-12-31 | $39,951 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,687,208 |
Participant contributions at end of year | 2019-12-31 | $2,993,602 |
Participant contributions at beginning of year | 2019-12-31 | $3,064,430 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,769,781 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,335,123 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $631,171 |
Other income not declared elsewhere | 2019-12-31 | $371,715 |
Administrative expenses (other) incurred | 2019-12-31 | $80,002 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,841,425 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $79,465,829 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $72,624,404 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,250 |
Interest on participant loans | 2019-12-31 | $140,724 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $74,680,862 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $68,210,601 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $8,985,893 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,353,511 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,209,191 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CROWE LLP |
Accountancy firm EIN | 2019-12-31 | 350921680 |
2018 : OCEAN BANK 401(K) SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,421,336 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,191,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,053,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,710,743 |
Value of total assets at end of year | 2018-12-31 | $72,624,404 |
Value of total assets at beginning of year | 2018-12-31 | $72,394,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $137,463 |
Total interest from all sources | 2018-12-31 | $117,193 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $888 |
Administrative expenses professional fees incurred | 2018-12-31 | $39,393 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $3,613,528 |
Participant contributions at end of year | 2018-12-31 | $3,064,430 |
Participant contributions at beginning of year | 2018-12-31 | $3,004,238 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,335,123 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,091,356 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $801,680 |
Other income not declared elsewhere | 2018-12-31 | $-145,099 |
Administrative expenses (other) incurred | 2018-12-31 | $81,993 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $230,319 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $72,624,404 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $72,394,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $16,077 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $13,452 |
Interest on participant loans | 2018-12-31 | $117,193 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $68,210,601 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $68,285,039 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-441 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,261,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,295,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,053,554 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CROWE LLP |
Accountancy firm EIN | 2018-12-31 | 350921680 |
2017 : OCEAN BANK 401(K) SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $11,862,812 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $6,280,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,179,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,843,427 |
Value of total assets at end of year | 2017-12-31 | $72,394,085 |
Value of total assets at beginning of year | 2017-12-31 | $66,812,108 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $100,928 |
Total interest from all sources | 2017-12-31 | $100,604 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $492 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $492 |
Administrative expenses professional fees incurred | 2017-12-31 | $17,100 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,239,070 |
Participant contributions at end of year | 2017-12-31 | $3,004,238 |
Participant contributions at beginning of year | 2017-12-31 | $2,718,635 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,091,356 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $893,258 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $311,505 |
Other income not declared elsewhere | 2017-12-31 | $235,361 |
Administrative expenses (other) incurred | 2017-12-31 | $83,828 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,581,977 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $72,394,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $66,812,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $13,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $36,786,548 |
Interest on participant loans | 2017-12-31 | $100,604 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $68,285,039 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $26,413,667 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $539,677 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $6,143,251 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,292,852 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,179,907 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CROWE LLP |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : OCEAN BANK 401(K) SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $8,040,240 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,837,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,697,402 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,564,107 |
Value of total assets at end of year | 2016-12-31 | $66,812,108 |
Value of total assets at beginning of year | 2016-12-31 | $62,609,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $139,797 |
Total interest from all sources | 2016-12-31 | $89,905 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,158,992 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,158,992 |
Administrative expenses professional fees incurred | 2016-12-31 | $71,958 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,226,272 |
Participant contributions at end of year | 2016-12-31 | $2,718,635 |
Participant contributions at beginning of year | 2016-12-31 | $2,687,956 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $893,258 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $665,074 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $190,380 |
Other income not declared elsewhere | 2016-12-31 | $85,040 |
Administrative expenses (other) incurred | 2016-12-31 | $67,839 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,202,412 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $66,812,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $62,609,696 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $36,786,548 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $34,880,162 |
Interest on participant loans | 2016-12-31 | $89,905 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $26,413,667 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $24,376,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,693,290 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $448,906 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,147,455 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,697,402 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : OCEAN BANK 401(K) SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $5,204,927 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,648,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,510,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,182,816 |
Value of total assets at end of year | 2015-12-31 | $62,609,696 |
Value of total assets at beginning of year | 2015-12-31 | $60,053,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $138,030 |
Total interest from all sources | 2015-12-31 | $89,932 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,861,332 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,861,332 |
Administrative expenses professional fees incurred | 2015-12-31 | $50,782 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,982,000 |
Participant contributions at end of year | 2015-12-31 | $2,687,956 |
Participant contributions at beginning of year | 2015-12-31 | $2,840,413 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $665,074 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $669,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $119,466 |
Other income not declared elsewhere | 2015-12-31 | $-13,878 |
Administrative expenses (other) incurred | 2015-12-31 | $67,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,556,169 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $62,609,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $60,053,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $20,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $34,880,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,202,080 |
Interest on participant loans | 2015-12-31 | $89,932 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $24,376,504 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $23,341,036 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,019,164 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $103,889 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,081,350 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,510,728 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : OCEAN BANK 401(K) SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $6,655,336 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,108,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,036,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,746,666 |
Value of total assets at end of year | 2014-12-31 | $60,053,527 |
Value of total assets at beginning of year | 2014-12-31 | $54,506,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $71,941 |
Total interest from all sources | 2014-12-31 | $86,359 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,600,825 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,600,825 |
Administrative expenses professional fees incurred | 2014-12-31 | $48,478 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,735,521 |
Participant contributions at end of year | 2014-12-31 | $2,840,413 |
Participant contributions at beginning of year | 2014-12-31 | $2,565,403 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $669,998 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $623,651 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $41,379 |
Other income not declared elsewhere | 2014-12-31 | $33,261 |
Administrative expenses (other) incurred | 2014-12-31 | $13,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $5,546,810 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $60,053,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $54,506,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $10,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,202,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $26,691,475 |
Interest on participant loans | 2014-12-31 | $86,359 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $23,341,036 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $24,626,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $437,756 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $750,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $969,766 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,036,585 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : OCEAN BANK 401(K) SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $8,865,031 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,961,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,895,583 |
Value of total corrective distributions | 2013-12-31 | $208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,069,242 |
Value of total assets at end of year | 2013-12-31 | $54,506,717 |
Value of total assets at beginning of year | 2013-12-31 | $49,603,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $66,018 |
Total interest from all sources | 2013-12-31 | $77,537 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $820,521 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $820,521 |
Administrative expenses professional fees incurred | 2013-12-31 | $24,206 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,356,272 |
Participant contributions at end of year | 2013-12-31 | $2,565,403 |
Participant contributions at beginning of year | 2013-12-31 | $2,233,516 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $623,651 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $533,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $91,821 |
Other income not declared elsewhere | 2013-12-31 | $105,844 |
Administrative expenses (other) incurred | 2013-12-31 | $12,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,903,222 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $54,506,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $49,603,495 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $29,766 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $26,691,475 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,139,178 |
Interest on participant loans | 2013-12-31 | $77,537 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $24,626,188 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $25,697,411 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,503,388 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $288,499 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $621,149 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,895,583 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : OCEAN BANK 401(K) SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,064,363 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,239,852 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,191,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,989,349 |
Value of total assets at end of year | 2012-12-31 | $49,580,570 |
Value of total assets at beginning of year | 2012-12-31 | $47,756,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $48,128 |
Total interest from all sources | 2012-12-31 | $76,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $652,211 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $652,211 |
Administrative expenses professional fees incurred | 2012-12-31 | $38,904 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,969,509 |
Participant contributions at end of year | 2012-12-31 | $2,233,516 |
Participant contributions at beginning of year | 2012-12-31 | $2,411,585 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $533,390 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $392,820 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $19,840 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $17,326 |
Other income not declared elsewhere | 2012-12-31 | $85,635 |
Administrative expenses (other) incurred | 2012-12-31 | $9,224 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,824,511 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $49,580,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $47,756,059 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,139,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $19,674,101 |
Interest on participant loans | 2012-12-31 | $76,495 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $25,674,486 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $25,260,227 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,367,961 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $892,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,191,724 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : OCEAN BANK 401(K) SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,532,155 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $6,138,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,107,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,893,058 |
Value of total assets at end of year | 2011-12-31 | $47,756,059 |
Value of total assets at beginning of year | 2011-12-31 | $51,361,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $30,370 |
Total interest from all sources | 2011-12-31 | $85,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $667,206 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $667,206 |
Administrative expenses professional fees incurred | 2011-12-31 | $20,402 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,716,818 |
Participant contributions at end of year | 2011-12-31 | $2,411,585 |
Participant contributions at beginning of year | 2011-12-31 | $2,784,189 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $392,820 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $530,700 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $176,240 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $17,326 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $-74,906 |
Administrative expenses (other) incurred | 2011-12-31 | $9,968 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-3,605,877 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $47,756,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $51,361,936 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $19,674,101 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $20,782,808 |
Interest on participant loans | 2011-12-31 | $85,037 |
Interest earned on other investments | 2011-12-31 | $85,037 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $25,260,227 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $27,264,239 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-726,070 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $687,830 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,107,662 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : OCEAN BANK 401(K) SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,600,685 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $6,777,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,727,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,009,635 |
Value of total assets at end of year | 2010-12-31 | $51,361,936 |
Value of total assets at beginning of year | 2010-12-31 | $51,538,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $50,099 |
Total interest from all sources | 2010-12-31 | $105,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,817 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,817 |
Administrative expenses professional fees incurred | 2010-12-31 | $38,468 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,937,295 |
Participant contributions at end of year | 2010-12-31 | $2,784,189 |
Participant contributions at beginning of year | 2010-12-31 | $2,824,496 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $530,700 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $208,447 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $72,340 |
Other income not declared elsewhere | 2010-12-31 | $33,156 |
Administrative expenses (other) incurred | 2010-12-31 | $11,631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-176,724 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $51,361,936 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $51,538,660 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $20,782,808 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,638,852 |
Interest on participant loans | 2010-12-31 | $105,594 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $27,264,239 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $27,866,865 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,099,408 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,351,075 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,727,310 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS, LLP |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : OCEAN BANK 401(K) SAVINGS 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 |
2022: OCEAN BANK 401(K) SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OCEAN BANK 401(K) SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: OCEAN BANK 401(K) SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: OCEAN BANK 401(K) SAVINGS PLAN 2019 form 5500 responses | ||
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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: OCEAN BANK 401(K) SAVINGS 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: OCEAN BANK 401(K) SAVINGS 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: OCEAN BANK 401(K) SAVINGS 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: OCEAN BANK 401(K) SAVINGS 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: OCEAN BANK 401(K) SAVINGS 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: OCEAN BANK 401(K) SAVINGS 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: OCEAN BANK 401(K) SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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: OCEAN BANK 401(K) SAVINGS PLAN 2011 form 5500 responses | ||
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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: OCEAN BANK 401(K) SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: OCEAN BANK 401(K) SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |