Sbera 401(K) Plan As Adopted By Massachusetts Bankers Association — Form 5500 plan (Massachusetts Bankers Association)
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 Massachusetts Bankers Association is a benefit plan reported by Massachusetts Bankers Association under EIN 04-1589780 and plan number 002. The latest loaded filing year is 2023. The filing reports 24 participants and $7,821,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Bankers Association
- EIN
- 04-1589780
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I | 20240725065651NAL0029611922001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,821,234
- Net assets (EOY)
- $7,821,234
- Net assets (BOY)
- $7,189,587
Income & contributions
- Employer contributions
- $121,569
- Participant contributions
- $247,853
- Total income / additions
- $1,606,055
Expenses & distributions
- Benefits paid
- $974,408
- Total expenses
- $974,408
- Net increase / (decrease)
- $631,647
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.