Sbera Pension Plan As Adopted By Lee Bank — Form 5500 plan (Lee 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 Lee Bank is a benefit plan reported by Lee Bank under EIN 04-3158399 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $4,573,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Bank
- EIN
- 04-3158399
- Plan number
- 001
- Plan type
- 2
- Location
- Lee, MA
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $4,573,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20250521111243NAL0001836385001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,573,768
- Net assets (EOY)
- $4,573,768
- Net assets (BOY)
- $4,014,327
Income & contributions
- Total income / additions
- $884,082
Expenses & distributions
- Benefits paid
- $324,641
- Total expenses
- $324,641
- Net increase / (decrease)
- $559,441
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.