2023 Form 5500 filing — Sbera 401(K) Plan As Adopted By The Savings 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 20240730072154NAL0043095666001) for Sbera 401(K) Plan As Adopted By The Savings Bank, reported by The Savings Bank under EIN 04-1939290 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240730072154NAL0043095666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Savings Bank
- EIN
- 04-1939290
- Plan number
- 002
- Location
- Wakefield, MA
- Participants
- 144
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,340,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,340,953
- Employer contributions
- $274,599
- Participant contributions
- $715,710
- Total income / additions
- $3,860,553
- Benefits paid
- $723,700
- Administrative expenses
- $450
- Total expenses
- $724,953
- Net increase / (decrease)
- $3,135,600
- Schedule source
- Schedule H