Sbera 401(K) Plan As Adopted By Rollstone Bank And Trust — Form 5500 plan (Rollstone Bank And Trust)
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 401(K) Plan As Adopted By Rollstone Bank And Trust is a benefit plan reported by Rollstone Bank And Trust under EIN 04-1328870 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $17,599,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rollstone Bank And Trust
- EIN
- 04-1328870
- Plan number
- 002
- Plan type
- 2
- Location
- Fitchburg, MA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $17,599,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H | 20240730072118NAL0043094418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,599,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,599,590
- Net assets (BOY)
- $15,198,291
Income & contributions
- Employer contributions
- $340,491
- Participant contributions
- $758,819
- Total contributions
- $1,102,489
- Total income / additions
- $3,953,025
Expenses & distributions
- Benefits paid
- $1,551,186
- Administrative expenses
- $540
- Total expenses
- $1,551,726
- Net increase / (decrease)
- $2,401,299
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.