2023 Form 5500 filing — Sbera 401(K) Plan As Adopted By Massachusetts Bankers Association
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725065651NAL0029611922001) for Sbera 401(K) Plan As Adopted By Massachusetts Bankers Association, reported by Massachusetts Bankers Association under EIN 04-1589780 and plan number 002. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.8MReported net assets$7,821,234
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240725065651NAL0029611922001
- Plan sponsor
- Massachusetts Bankers Association
- EIN
- 04-1589780
- Plan number
- 002
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $7,821,234
- Net assets (EOY)
- $7,821,234
- Employer contributions
- $121,569
- Participant contributions
- $247,853
- Total income / additions
- $1,606,055
- Benefits paid
- $974,408
- Total expenses
- $974,408
- Net increase / (decrease)
- $631,647