2023 Form 5500 filing — Sbera 401(K) Plan As Adopted By Bristol County Savings 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 20240730070251NAL0019673153001) for Sbera 401(K) Plan As Adopted By Bristol County Savings Bank, reported by Bristol County Savings Bank under EIN 04-3317338 and plan number 002. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$53.5MReported net assets$53,515,202
Participants409
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240730070251NAL0019673153001
- Plan sponsor
- Bristol County Savings Bank
- EIN
- 04-3317338
- Plan number
- 002
- Location
- Taunton, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$53.5M total assets
Net assets$53.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $53,515,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,515,202
- Employer contributions
- $655,899
- Participant contributions
- $2,086,911
- Total income / additions
- $11,379,095
- Benefits paid
- $1,255,006
- Administrative expenses
- $1,100
- Total expenses
- $1,282,443
- Net increase / (decrease)
- $10,096,652