How many benefit plans does Athol Savings Bank report on Form 5500?

Athol Savings Bank (EIN 04-1046670) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Athol Savings Bank?

The Employer Identification Number (EIN) reported for Athol Savings Bank is 04-1046670.

What is the latest Form 5500 filing year for Athol Savings Bank?

The latest loaded Form 5500 filing year for Athol Savings Bank is 2023.

Athol Savings Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Athol Savings Bank (EIN 04-1046670) is a plan sponsor located in Athol, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-1046670
Location: Athol, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $20,836,314
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $20,836,314

Contributions & income

Employer contributions: $179,818
Participant contributions: $492,576
Total income / additions: $4,310,061

Expenses & distributions

Benefits paid / distributions: $584,396
Total expenses: $584,846
Net increase / (decrease): $3,725,215

Coverage

Total reported participants: 267
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Athol Savings Bank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Sbera 401(K) Plan As Adopted By Athol Savings Bank	002	141	$10,443,347	2023
Sbera Pension Plan As Adopted By Athol Savings Bank	001	126	$10,392,967	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Athol Savings Bank
Year	Plan	Participants	Schedules	Filing
2023	Sbera 401(K) Plan As Adopted By Athol Savings Bank	141	H	20240730065555NAL0019668737001
2023	Sbera Pension Plan As Adopted By Athol Savings Bank	126	H	20250530083145NAL0014732496001