2023 Form 5500 filing — Sbera Pension 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 20250530122020NAL0005248131001) for Sbera Pension Plan As Adopted By Eagle Bank, reported by Eagle Bank under EIN 04-1295190 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.3MReported net assets$24,290,531
Participants146
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250530122020NAL0005248131001
Plan sponsor
Eagle Bank
EIN
04-1295190
Plan number
001
Location
Everett, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.3M total assets
Net assets$24.3MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$371.2K
Benefits paid / distributions$371.2K
Full reported line items
Total assets (EOY)
$24,290,531
Total liabilities (EOY)
$0
Net assets (EOY)
$24,290,531
Total income / additions
$4,528,932
Benefits paid
$371,195
Administrative expenses
$0
Total expenses
$371,195
Net increase / (decrease)
$4,157,737

Related Form 5500 pages