2023 Form 5500 filing — Sbera 401(K) Plan As Adopted By Pentucket 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 20240730072040NAL0013158499001) for Sbera 401(K) Plan As Adopted By Pentucket Bank, reported by Pentucket Bank under EIN 81-2054111 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants168
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240730072040NAL0013158499001
Plan sponsor
Pentucket Bank
EIN
81-2054111
Plan number
002
Location
Haverhill, 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.

Money in vs. money out
Total income / additions-$35.8K
Total expenses$26K
Benefits paid / distributions$26K
Contributions
Employer$6.1K
Participant$22.7K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$6,138
Participant contributions
$22,727
Total income / additions
-$35,755
Benefits paid
$26,045
Administrative expenses
$0
Total expenses
$26,045
Net increase / (decrease)
-$61,800

Related Form 5500 pages