Everett Co-Operative Bank Employee Stock Ownership Plan — Form 5500 plan (Everett Co-Operative 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, Everett Co-Operative Bank Employee Stock Ownership Plan is a benefit plan reported by Everett Co-Operative Bank under EIN 04-1294820 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $9,202,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everett Co-Operative Bank
- EIN
- 04-1294820
- Plan number
- 001
- Plan type
- 2
- Location
- Everett, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240620071822NAL0001449152001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $9,202,084
- Total liabilities (EOY)
- $6,695,921
- Net assets (EOY)
- $2,506,163
- Net assets (BOY)
- $4,852,526
Income & contributions
- Employer contributions
- $561,877
- Total income / additions
- -$2,000,956
Expenses & distributions
- Benefits paid
- $16,304
- Total expenses
- $345,407
- Net increase / (decrease)
- -$2,346,363
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.