Sbera Pension Plan As Adopted By Eagle Bank — Form 5500 plan (Eagle 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 Eagle Bank is a benefit plan reported by Eagle Bank under EIN 04-1295190 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $24,290,531 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.3MPlan net assets, end of year$24,290,531
Participants146Covered participants reported
Assets / participant$166.4KComputed: assets ÷ participants$166,374 (computed)
Provider compensationNone reported
Plan sponsor
Eagle Bank
EIN
04-1295190
Plan number
001
Plan type
2
Location
Everett, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H20250530122020NAL0005248131001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.3M total assets
Net assets$24.3MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$371.2K
Benefits paid / distributions$371.2K
Full reported line items

Net assets

Total assets (EOY)
$24,290,531
Total liabilities (EOY)
$0
Net assets (EOY)
$24,290,531
Net assets (BOY)
$20,132,794

Income & contributions

Total contributions
$0
Total income / additions
$4,528,932

Expenses & distributions

Benefits paid
$371,195
Administrative expenses
$0
Total expenses
$371,195
Net increase / (decrease)
$4,157,737

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages