Sbera 401(K) Plan As Adopted By Pentucket Bank — Form 5500 plan (Pentucket 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 Pentucket Bank is a benefit plan reported by Pentucket Bank under EIN 81-2054111 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $15,377,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pentucket Bank
- EIN
- 81-2054111
- Plan number
- 002
- Plan type
- 2
- Location
- Haverhill, MA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $15,377,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H | 20240730072040NAL0013158499001 |
| 2023 | 174 | H | 20241115064941NAL0000372211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $15,377,137
Income & contributions
- Employer contributions
- $6,138
- Participant contributions
- $22,727
- Total contributions
- $28,865
- Total income / additions
- -$35,755
Expenses & distributions
- Benefits paid
- $26,045
- Administrative expenses
- $0
- Total expenses
- $26,045
- Net increase / (decrease)
- -$61,800
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.