Sbera Pension Plan As Adopted By Watertown Savings Bank — Form 5500 plan (Watertown 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 Watertown Savings Bank is a benefit plan reported by Watertown Savings Bank under EIN 04-1950840 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $36,403,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Watertown Savings Bank
- EIN
- 04-1950840
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, MA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $36,403,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H | 20250530083048NAL0007945473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,403,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,403,985
- Net assets (BOY)
- $30,490,230
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,886,432
Expenses & distributions
- Benefits paid
- $972,677
- Administrative expenses
- $0
- Total expenses
- $972,677
- Net increase / (decrease)
- $5,913,755
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.