2023 Form 5500 filing — Sbera Pension Plan As Adopted By Clinton 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 20250521111036NAL0002304451001) for Sbera Pension Plan As Adopted By Clinton Savings Bank, reported by Clinton Savings Bank under EIN 04-1185690 and plan number 001. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,219,165
Participants53
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250521111036NAL0002304451001
Plan sponsor
Clinton Savings Bank
EIN
04-1185690
Plan number
001
Location
Clinton, MA
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)$6.2M total assets
Net assets$6.2MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$141.4K
Benefits paid / distributions$141.4K
Full reported line items
Total assets (EOY)
$6,219,165
Net assets (EOY)
$6,219,165
Total income / additions
$1,167,030
Benefits paid
$141,351
Total expenses
$141,351
Net increase / (decrease)
$1,025,679

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250521111036NAL0002304451001 cover?
It is the 2023 Form 5500 filing for Sbera Pension Plan As Adopted By Clinton Savings Bank, reported by Clinton Savings Bank (EIN 04-1185690).
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