Sbera Pension Plan As Adopted By Athol Savings Bank — Form 5500 plan (Athol Savings Bank)
Plain-English plan 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, Sbera Pension Plan As Adopted By Athol Savings Bank is a benefit plan reported by Athol Savings Bank under EIN 04-1046670 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $10,392,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athol Savings Bank
- EIN
- 04-1046670
- Plan number
- 001
- Plan type
- 2
- Location
- Athol, MA
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $10,392,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H | 20250530083145NAL0014732496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,392,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,392,967
- Net assets (BOY)
- $8,685,227
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,928,445
Expenses & distributions
- Benefits paid
- $220,705
- Administrative expenses
- $0
- Total expenses
- $220,705
- Net increase / (decrease)
- $1,707,740
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.