Sbera 401(K) Plan As Adopted By Avidia Bank — Form 5500 plan (Avidia 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 Avidia Bank is a benefit plan reported by Avidia Bank under EIN 04-3395834 and plan number 002. The latest loaded filing year is 2023. The filing reports 353 participants and $44,879,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avidia Bank
EIN
04-3395834
Plan number
002
Plan type
2
Location
Hudson, MA
Latest filing year
2023
Participants
353
End-of-year plan assets
$44,879,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H20240730065628NAL0043067106001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,879,810
Total liabilities (EOY)
$0
Net assets (EOY)
$44,879,810
Net assets (BOY)
$39,244,283

Income & contributions

Employer contributions
$1,105,479
Participant contributions
$2,128,311
Total contributions
$3,627,676
Total income / additions
$10,276,940

Expenses & distributions

Benefits paid
$4,639,153
Administrative expenses
$2,260
Total expenses
$4,641,413
Net increase / (decrease)
$5,635,527

Service provider compensation (Schedule C)

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

Related Form 5500 pages