Sbera 401(K) Plan As Adopted By Middlesex Savings Bank — Form 5500 plan (Middlesex 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 Middlesex Savings Bank is a benefit plan reported by Middlesex Savings Bank under EIN 27-0402195 and plan number 002. The latest loaded filing year is 2023. The filing reports 696 participants and $93,504,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Middlesex Savings Bank
- EIN
- 27-0402195
- Plan number
- 002
- Plan type
- 2
- Location
- Natick, MA
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $93,504,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H | 20240730071808NAL0031198272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,504,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,504,770
- Net assets (BOY)
- $81,466,325
Income & contributions
- Employer contributions
- $1,164,660
- Participant contributions
- $4,159,723
- Total contributions
- $5,779,825
- Total income / additions
- $19,142,623
Expenses & distributions
- Benefits paid
- $7,102,258
- Administrative expenses
- $1,920
- Total expenses
- $7,104,178
- Net increase / (decrease)
- $12,038,445
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.