Sbera 401(K) Plan As Adopted By Eagle Bank — Form 5500 plan (Eagle 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 Eagle Bank is a benefit plan reported by Eagle Bank under EIN 04-1295190 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $13,714,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eagle Bank
EIN
04-1295190
Plan number
002
Plan type
2
Location
Peabody, MA
Latest filing year
2023
Participants
129
End-of-year plan assets
$13,714,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H20240730071237NAL0043073938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,714,684
Total liabilities (EOY)
$0
Net assets (EOY)
$13,714,684
Net assets (BOY)
$11,732,419

Income & contributions

Employer contributions
$191,558
Participant contributions
$573,255
Total contributions
$772,690
Total income / additions
$3,029,003

Expenses & distributions

Benefits paid
$1,046,088
Administrative expenses
$650
Total expenses
$1,046,738
Net increase / (decrease)
$1,982,265

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages