Sbera 401(K) Plan As Adopted By Cape Ann Savings — Form 5500 plan (Cape Ann Savings Bank)
Plain-English plan 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, Sbera 401(K) Plan As Adopted By Cape Ann Savings is a benefit plan reported by Cape Ann Savings Bank under EIN 04-1148820 and plan number 002. The latest loaded filing year is 2023. The filing reports 101 participants and $11,079,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cape Ann Savings Bank
- EIN
- 04-1148820
- Plan number
- 002
- Plan type
- 2
- Location
- Gloucester, MA
- Latest filing year
- 2023
- Participants
- 101
- End-of-year plan assets
- $11,079,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 101 | I | 20240725065727NAL0029612162001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,079,111
- Net assets (EOY)
- $11,079,111
- Net assets (BOY)
- $8,870,108
Income & contributions
- Participant contributions
- $580,672
- Total income / additions
- $2,280,515
Expenses & distributions
- Benefits paid
- $71,112
- Administrative expenses
- $400
- Total expenses
- $71,512
- Net increase / (decrease)
- $2,209,003
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.