2023 Form 5500 filing — Sbera Pension Plan As Adopted By Walpole Co-Operative Bank
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624143450NAL0008981984001) for Sbera Pension Plan As Adopted By Walpole Co-Operative Bank, reported by Walpole Co-Operative Bank under EIN 04-1943030 and plan number 002. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.1MReported net assets$11,116,400
Participants49
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240624143450NAL0008981984001
- Plan sponsor
- Walpole Co-Operative Bank
- EIN
- 04-1943030
- Plan number
- 002
- Location
- Walpole, MA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $11,116,400
- Net assets (EOY)
- $11,116,400
- Employer contributions
- $539,115
- Total income / additions
- $1,966,084
- Benefits paid
- $53,432
- Total expenses
- $53,432
- Net increase / (decrease)
- $1,912,652