2023 Form 5500 filing — Sbera Pension Plan As Adopted By Charlesbridge, Mhc
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 20250527081549NAL0010245520001) for Sbera Pension Plan As Adopted By Charlesbridge, Mhc, reported by Charlesbridge, Mhc under EIN 82-4559500 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250527081549NAL0010245520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charlesbridge, Mhc
- EIN
- 82-4559500
- Plan number
- 001
- Location
- Dedham, MA
- Participants
- 305
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,028,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,028,280
- Total income / additions
- $9,454,833
- Benefits paid
- $2,585,968
- Administrative expenses
- $0
- Total expenses
- $2,585,968
- Net increase / (decrease)
- $6,868,865
- Schedule source
- Schedule H