Sbera Pension Plan As Adopted By Bristol County Savings Bank — Form 5500 plan (Bristol County 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 Bristol County Savings Bank is a benefit plan reported by Bristol County Savings Bank under EIN 04-3317338 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $72,827,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bristol County Savings Bank
- EIN
- 04-3317338
- Plan number
- 001
- Plan type
- 2
- Location
- Taunton, MA
- Latest filing year
- 2023
- Participants
- 533
- End-of-year plan assets
- $72,827,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H | 20250602083748NAL0017178624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,827,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,827,287
- Net assets (BOY)
- $62,226,379
Income & contributions
- Total contributions
- $0
- Total income / additions
- $13,205,579
Expenses & distributions
- Benefits paid
- $2,604,671
- Administrative expenses
- $0
- Total expenses
- $2,604,671
- Net increase / (decrease)
- $10,600,908
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.