Sbera Pension Plan As Adopted By Cape Ann Savings Bank — Form 5500 plan (Cape Ann 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 Cape Ann Savings Bank is a benefit plan reported by Cape Ann Savings Bank under EIN 04-1148820 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $14,696,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cape Ann Savings Bank
- EIN
- 04-1148820
- Plan number
- 001
- Plan type
- 2
- Location
- Gloucester, MA
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $14,696,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | I | 20250521110924NAL0001835057001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,696,867
- Net assets (EOY)
- $14,696,867
- Net assets (BOY)
- $11,869,482
Income & contributions
- Employer contributions
- $1,050,000
- Total income / additions
- $3,797,738
Expenses & distributions
- Benefits paid
- $970,353
- Total expenses
- $970,353
- Net increase / (decrease)
- $2,827,385
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.