2023 Form 5500 filing — Sbera Pension Plan As Adopted By Spencer 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 20250527083344NAL0003952803001) for Sbera Pension Plan As Adopted By Spencer Savings Bank, reported by Cornerstone Bank under EIN 04-1856390 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250527083344NAL0003952803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornerstone Bank
- EIN
- 04-1856390
- Plan number
- 001
- Location
- Southbridge, MA
- Participants
- 112
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,399,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,399,799
- Total income / additions
- $1,554,156
- Benefits paid
- $1,252,680
- Administrative expenses
- $0
- Total expenses
- $1,252,680
- Net increase / (decrease)
- $301,476
- Schedule source
- Schedule H