Sbera 401(K) Plan As Adopted By Dedham Institution For Savings — Form 5500 plan (Dedham Institution For Savings)
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 Dedham Institution For Savings is a benefit plan reported by Dedham Institution For Savings under EIN 04-1238700 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $45,642,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dedham Institution For Savings
- EIN
- 04-1238700
- Plan number
- 002
- Plan type
- 2
- Location
- Dedham, MA
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $45,642,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H | 20240730071204NAL0011611699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,642,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,642,084
- Net assets (BOY)
- $39,620,450
Income & contributions
- Employer contributions
- $738,695
- Participant contributions
- $1,696,308
- Total contributions
- $2,832,638
- Total income / additions
- $9,990,197
Expenses & distributions
- Benefits paid
- $3,967,423
- Administrative expenses
- $1,140
- Total expenses
- $3,968,563
- Net increase / (decrease)
- $6,021,634
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.