2023 Form 5500 filing — Sbera 401(K) Plan As Adopted By Cape Ann Savings
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 20240725065727NAL0029612162001) for Sbera 401(K) Plan As Adopted By Cape Ann Savings, reported by Cape Ann Savings Bank under EIN 04-1148820 and plan number 002. It reports 101 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$11,079,111
Participants101
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240725065727NAL0029612162001
- Plan sponsor
- Cape Ann Savings Bank
- EIN
- 04-1148820
- Plan number
- 002
- Location
- Gloucester, 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)
- $11,079,111
- Net assets (EOY)
- $11,079,111
- Participant contributions
- $580,672
- Total income / additions
- $2,280,515
- Benefits paid
- $71,112
- Administrative expenses
- $400
- Total expenses
- $71,512
- Net increase / (decrease)
- $2,209,003