2023 Form 5500 filing — Sbera 401(K) Plan As Adopted By Middlesex 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 20240730071808NAL0031198272001) for Sbera 401(K) Plan As Adopted By Middlesex Savings Bank, reported by Middlesex Savings Bank under EIN 27-0402195 and plan number 002. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240730071808NAL0031198272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Middlesex Savings Bank
- EIN
- 27-0402195
- Plan number
- 002
- Location
- Natick, MA
- Participants
- 696
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,504,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,504,770
- Employer contributions
- $1,164,660
- Participant contributions
- $4,159,723
- Total income / additions
- $19,142,623
- Benefits paid
- $7,102,258
- Administrative expenses
- $1,920
- Total expenses
- $7,104,178
- Net increase / (decrease)
- $12,038,445
- Schedule source
- Schedule H