Sbera Pension Plan As Adopted By Walpole Co-Operative Bank — Form 5500 plan (Walpole 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, Sbera Pension Plan As Adopted By Walpole Co-Operative Bank is a benefit plan reported by Walpole Co-Operative Bank under EIN 04-1943030 and plan number 002. The latest loaded filing year is 2023. The filing reports 49 participants and $11,116,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walpole Co-Operative Bank
- EIN
- 04-1943030
- Plan number
- 002
- Plan type
- 2
- Location
- Walpole, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240624143450NAL0008981984001 |
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)
- $11,116,400
- Net assets (EOY)
- $11,116,400
- Net assets (BOY)
- $9,203,748
Income & contributions
- Employer contributions
- $539,115
- Total income / additions
- $1,966,084
Expenses & distributions
- Benefits paid
- $53,432
- Total expenses
- $53,432
- Net increase / (decrease)
- $1,912,652
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.