Who sponsors the Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank?

Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank is reported as sponsored by North Brookfield Savings Bank (EIN 87-4195885, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank?

The latest Form 5500 filing year loaded for Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank is 2023.

How many participants does Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank report?

Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank reports 107 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank?

Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank reports $4,103,347 in end-of-year plan assets in its latest loaded Form 5500 filing.

Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank — Form 5500 plan (North Brookfield 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 North Brookfield Savings Bank is a benefit plan reported by North Brookfield Savings Bank under EIN 87-4195885 and plan number 002. The latest loaded filing year is 2023. The filing reports 107 participants and $4,103,347 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,103,347

Participants107Covered participants reported

Assets / participant$38.3KComputed: assets ÷ participants$38,349 (computed)

Provider compensationNone reported

Plan sponsor: North Brookfield Savings Bank
EIN: 87-4195885
Plan number: 002
Plan type: 2
Location: North Brookfield, MA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
107 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets

Net assets$4.1MLiabilities—

Money in vs. money out

Total income / additions$1M

Total expenses$163.1K

Benefits paid / distributions$162.9K

Contributions

Employer$93K

Participant$274.8K

Full reported line items

Net assets

Total assets (EOY): $4,103,347
Net assets (EOY): $4,103,347
Net assets (BOY): $3,218,013

Income & contributions

Employer contributions: $92,970
Participant contributions: $274,785
Total income / additions: $1,048,453

Expenses & distributions

Benefits paid: $162,919
Administrative expenses: $200
Total expenses: $163,119
Net increase / (decrease): $885,334

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

25%75%

Employer 25%Participant 75%

Total expenses ÷ net assets4%Computed ratio

Benefits paid ÷ total income16%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

What to inspect next

Frequently asked questions

Who sponsors the Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank?: Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank is reported as sponsored by North Brookfield Savings Bank (EIN 87-4195885, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank?: The latest Form 5500 filing year loaded for Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank is 2023.
How many participants does Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank report?: Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank reports 107 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank?: Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank reports $4,103,347 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.