2023 Form 5500 filing — Sbera Pension Plan As Adopted By Lee 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 20250521111243NAL0001836385001) for Sbera Pension Plan As Adopted By Lee Bank, reported by Lee Bank under EIN 04-3158399 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250521111243NAL0001836385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Bank
- EIN
- 04-3158399
- Plan number
- 001
- Location
- Lee, MA
- Participants
- 36
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,573,768
- Net assets (EOY)
- $4,573,768
- Total income / additions
- $884,082
- Benefits paid
- $324,641
- Total expenses
- $324,641
- Net increase / (decrease)
- $559,441
- Schedule source
- Schedule I