Sbera Pension Plan As Adopted By Charlesbridge, Mhc — Form 5500 plan (Charlesbridge, Mhc)
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 Charlesbridge, Mhc is a benefit plan reported by Charlesbridge, Mhc under EIN 82-4559500 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $52,028,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charlesbridge, Mhc
- EIN
- 82-4559500
- Plan number
- 001
- Plan type
- 2
- Location
- Dedham, MA
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $52,028,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H | 20250527081549NAL0010245520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,028,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,028,280
- Net assets (BOY)
- $45,159,415
Income & contributions
- Total contributions
- $0
- Total income / additions
- $9,454,833
Expenses & distributions
- Benefits paid
- $2,585,968
- Administrative expenses
- $0
- Total expenses
- $2,585,968
- Net increase / (decrease)
- $6,868,865
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.