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 20241115064941NAL0000372211001) for Sbera 401(K) Plan As Adopted By Pentucket Bank, reported by Pentucket Bank under EIN 81-2054111 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241115064941NAL0000372211001
Filing year
2023
Form type
2
Plan sponsor
Pentucket Bank
EIN
81-2054111
Plan number
002
Location
Haverhill, MA
Participants
174
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

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
Schedule source
Schedule H

Related Form 5500 pages