2023 Form 5500 filing — Sbera 401(K) Plan As Adopted By Eagle Bank

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 20240730071237NAL0043073938001) for Sbera 401(K) Plan As Adopted By Eagle Bank, reported by Eagle Bank under EIN 04-1295190 and plan number 002. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240730071237NAL0043073938001
Filing year
2023
Form type
2
Plan sponsor
Eagle Bank
EIN
04-1295190
Plan number
002
Location
Peabody, MA
Participants
129
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,714,684
Total liabilities (EOY)
$0
Net assets (EOY)
$13,714,684
Employer contributions
$191,558
Participant contributions
$573,255
Total income / additions
$3,029,003
Benefits paid
$1,046,088
Administrative expenses
$650
Total expenses
$1,046,738
Net increase / (decrease)
$1,982,265
Schedule source
Schedule H

Related Form 5500 pages