Sbera 401(K) 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 401(K) 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 002. The latest loaded filing year is 2023. The filing reports 409 participants and $53,515,202 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
002
Plan type
2
Location
Taunton, MA
Latest filing year
2023
Participants
409
End-of-year plan assets
$53,515,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H20240730070251NAL0019673153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,515,202
Total liabilities (EOY)
$0
Net assets (EOY)
$53,515,202
Net assets (BOY)
$43,418,550

Income & contributions

Employer contributions
$655,899
Participant contributions
$2,086,911
Total contributions
$3,305,456
Total income / additions
$11,379,095

Expenses & distributions

Benefits paid
$1,255,006
Administrative expenses
$1,100
Total expenses
$1,282,443
Net increase / (decrease)
$10,096,652

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages