2023 Form 5500 filing — Sbera 401k Plan As Adopted By New Haven 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 20240725070157NAL0014093137001) for Sbera 401k Plan As Adopted By New Haven Bank, reported by New Haven Bank under EIN 27-2158408 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,884,953
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725070157NAL0014093137001
Plan sponsor
New Haven Bank
EIN
27-2158408
Plan number
001
Location
New Haven, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$1.9M total assets
Net assets$1.9MLiabilities
Money in vs. money out
Total income / additions$809.3K
Total expenses$1.8K
Benefits paid / distributions$1.6K
Contributions
Employer$21.6K
Participant$92.8K
Full reported line items
Total assets (EOY)
$1,884,953
Net assets (EOY)
$1,884,953
Employer contributions
$21,568
Participant contributions
$92,795
Total income / additions
$809,311
Benefits paid
$1,650
Administrative expenses
$100
Total expenses
$1,750
Net increase / (decrease)
$807,561

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725070157NAL0014093137001 cover?
It is the 2023 Form 5500 filing for Sbera 401k Plan As Adopted By New Haven Bank, reported by New Haven Bank (EIN 27-2158408).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages